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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1036 | 1176 | 1200 | 1708 | 2873 |
Fund Return | 13.55% | 3.56% | 17.58% | 6.26% | 11.3% | 11.13% |
Place in category | 1375 | 1312 | 1366 | 1200 | 1084 | 668 |
% in Category | 99 | 93 | 99 | 93 | 92 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.42B | 22.31 | 8.91 | 10.91 | ||
Boston Trust SMID Cap Fund | 825.87M | 18.99 | 8.07 | 10.88 | ||
Boston Trust Asset Management | 569.48M | 14.39 | 5.10 | 8.71 | ||
Walden SMID Cap Fund | 303.26M | 18.94 | 7.92 | 10.73 | ||
Boston Trust Midcap Fund | 254.79M | 17.45 | 8.39 | 10.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.74 | 245.00 | +0.67% | |
Microsoft | US5949181045 | 8.50 | 427.85 | +1.06% | |
Alphabet C | US02079K1079 | 4.51 | 197.96 | +2.50% | |
JPMorgan | US46625H1005 | 4.35 | 240.86 | -0.48% | |
ConocoPhillips | US20825C1045 | 3.71 | 99.99 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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