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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 | 1.31B | 2.71 | 4.52 | 9.41 | ||
Boston Trust SMID Cap Fund | 780.56M | 2.04 | 4.52 | 9.79 | ||
Boston Trust Asset Management | 586.55M | 4.28 | 4.32 | 8.34 | ||
Walden SMID Cap Fund | 251.15M | 2.03 | 4.53 | 9.60 | ||
Boston Trust Midcap Fund | 239.67M | 3.48 | 5.12 | 9.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.75 | 447.67 | -0.47% | |
Apple | US0378331005 | 7.01 | 208.14 | +0.31% | |
ConocoPhillips | US20825C1045 | 4.27 | 115.17 | +3.44% | |
Alphabet C | US02079K1079 | 3.90 | 180.79 | +0.29% | |
Accenture | IE00B4BNMY34 | 3.89 | 307.21 | -0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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