Boston Trust Walden Funds

Statistics as of May 01, 2025

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Found total of 9 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.00%
TTM Yield
0.7%
3yr Sharpe
0.10
YTD Return
-6.2%
3yr Return
18.7%
1yr Return
2.0%
Total Assets
$236M
6M Money Flow
-$23M
Large Blend
Expense Ratio
0.83%
TTM Yield
0.8%
3yr Sharpe
0.22
YTD Return
-4.6%
3yr Return
25.0%
1yr Return
6.7%
Total Assets
$233M
6M Money Flow
-$6M
Mid-Cap Blend
Expense Ratio
0.75%
TTM Yield
0.9%
3yr Sharpe
0.05
YTD Return
-5.7%
3yr Return
16.4%
1yr Return
2.4%
Total Assets
$732M
6M Money Flow
-$75M
Mid-Cap Blend
Expense Ratio
1.00%
TTM Yield
0.5%
3yr Sharpe
0.10
YTD Return
-5.9%
3yr Return
19.1%
1yr Return
2.7%
Total Assets
$293M
6M Money Flow
$16M
Mid-Cap Blend
Expense Ratio
0.98%
TTM Yield
0.6%
3yr Sharpe
0.12
YTD Return
-4.3%
3yr Return
19.7%
1yr Return
3.8%
Total Assets
$229M
6M Money Flow
-$16M
Mid-Cap Blend
Expense Ratio
1.00%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
-4.2%
3yr Return
20.7%
1yr Return
4.2%
Total Assets
$155M
6M Money Flow
$7M
Foreign Large Blend
Expense Ratio
0.93%
TTM Yield
1.4%
3yr Sharpe
0.36
YTD Return
9.7%
3yr Return
31.1%
1yr Return
13.9%
Total Assets
$238M
6M Money Flow
$54M
Moderately Aggressive Allocation
Expense Ratio
0.80%
TTM Yield
1.6%
3yr Sharpe
0.13
YTD Return
-2.8%
3yr Return
19.0%
1yr Return
6.8%
Total Assets
$534M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
1.4%
3yr Sharpe
0.01
YTD Return
-3.0%
3yr Return
14.4%
1yr Return
4.1%
Total Assets
$148M
6M Money Flow
-$10M