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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1068 | 1191 | 1319 | 1786 | 2878 |
Fund Return | 3.17% | 6.82% | 19.11% | 9.66% | 12.3% | 11.15% |
Place in category | 1416 | 1431 | 1233 | 922 | 888 | 486 |
% in Category | 93 | 95 | 84 | 70 | 73 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.34B | -0.59 | 3.51 | 9.09 | ||
Boston Trust SMID Cap Fund | 771.34M | 1.30 | 4.58 | 9.76 | ||
Boston Trust Asset Management | 571.03M | 1.28 | 3.57 | 8.21 | ||
Walden SMID Cap Fund | 249.8M | 0.93 | 4.45 | 9.53 | ||
Boston Trust Midcap Fund | 238.5M | 3.52 | 8.72 | 9.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.75 | 415.13 | +0.23% | |
Apple | US0378331005 | 7.01 | 192.25 | +0.54% | |
ConocoPhillips | US20825C1045 | 4.27 | 116.48 | +2.55% | |
Alphabet C | US02079K1079 | 3.90 | 173.96 | +0.21% | |
Accenture | IE00B4BNMY34 | 3.89 | 282.29 | -0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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