Boston Trust Walden Funds

Statistics as of May 27, 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 Assets ▼6M Money Flow
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
0.05
YTD Return
-2.5%
3yr Return
18.6%
1yr Return
5.6%
Total Assets
$761M
6M Money Flow
-$75M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
1.5%
3yr Sharpe
0.13
YTD Return
-0.6%
3yr Return
21.5%
1yr Return
5.9%
Total Assets
$544M
6M Money Flow
-$48M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.10
YTD Return
-2.7%
3yr Return
22.2%
1yr Return
5.6%
Total Assets
$304M
6M Money Flow
$16M
Foreign Large Blend
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.36
YTD Return
13.6%
3yr Return
35.0%
1yr Return
12.7%
Total Assets
$248M
6M Money Flow
$54M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.8%
3yr Sharpe
0.22
YTD Return
-1.4%
3yr Return
28.5%
1yr Return
5.8%
Total Assets
$240M
6M Money Flow
-$6M
Large Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.10
YTD Return
-3.1%
3yr Return
20.8%
1yr Return
1.5%
Total Assets
$238M
6M Money Flow
-$23M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.6%
3yr Sharpe
0.12
YTD Return
-0.7%
3yr Return
21.4%
1yr Return
6.2%
Total Assets
$234M
6M Money Flow
-$16M
Mid-Cap Blend
Expense Ratio
0.00%
TTM Yield
0.5%
3yr Sharpe
0.14
YTD Return
-0.6%
3yr Return
22.7%
1yr Return
6.8%
Total Assets
$163M
6M Money Flow
$7M
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
0.01
YTD Return
-1.2%
3yr Return
15.1%
1yr Return
3.1%
Total Assets
$151M
6M Money Flow
-$10M