Boston Trust Walden Mutual Funds List
Here you can find all mutual funds issued by Boston Trust Walden and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 0.95%
- Avg. 1 Year Return
- 10.36%
- Avg. 5 Year Return
- 6.16%
- Median Risk/Return Score
- 6 / 100
Boston Trust Walden Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | — | 1.00% | 5.79% | 10.14% | 4.17% | 6 | ||||||||
| Boston Trust Equity Fund | Large Cap Blend Equities | Oct 1, 2003 | 0.85% | 3.73% | 12.09% | 7.06% | 25 | ||||||||
| Boston Trust Midcap Fund | Mid Cap Blend Equities | — | 1.00% | 1.66% | 10.05% | 10.69% | 6 | ||||||||
| Boston Trust SMID Cap Fund | Mid Cap Blend Equities | Nov 30, 2011 | 0.75% | 2.24% | 10.39% | 2.01% | 6 | ||||||||
| Boston Trust Walden Midcap Fund | Mid Cap Blend Equities | Aug 1, 2011 | 0.99% | 2.00% | 10.19% | 7.09% | 7 | ||||||||
| Boston Trust Walden SMID Cap Fund | Mid Cap Blend Equities | Jun 28, 2012 | 1.00% | 0.86% | 9.81% | 1.64% | 4 | ||||||||
| Boston Trust Walden International Equity Fund | Foreign Large Cap Equities | Jun 9, 2015 | 0.94% | 5.43% | 7.19% | 0.00% | 6 | ||||||||
| Boston Trust Walden Balanced Fund | Diversified Portfolio | Jun 17, 1999 | 1.00% | 5.34% | 8.60% | 7.57% | 60 | ||||||||
| Boston Trust Walden Equity Fund | Large Cap Blend Equities | Jun 18, 1999 | 1.00% | 7.83% | 12.38% | 10.71% | 63 |
Explore top Boston Trust Walden Mutual Fund Categories and Asset Classes
Boston Trust Walden Equity Mutual fundsBoston Trust Walden Multi-Asset Mutual fundsBoston Trust Walden Mid Cap Blend Equities Mutual fundsBoston Trust Walden Large Cap Blend Equities Mutual fundsBoston Trust Walden Diversified Portfolio Mutual fundsBoston Trust Walden Foreign Large Cap Equities Mutual fundsBoston Trust Walden Small Cap Blend Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Boston Trust Walden Mutual funds by Risk/Return Score
The top Boston Trust Walden Mutual funds by PortfoliosLab Risk/Return Score are WSEFX (63) and WSBFX (60).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Boston Trust Walden Equity Fund | 63 | — | Jun 1999 | |
| Boston Trust Walden Balanced Fund | 60 | — | Jun 1999 | |
| Boston Trust Equity Fund | 25 | — | Oct 2003 | |
| Boston Trust Walden Midcap Fund | 7 | — | Aug 2011 | |
| Boston Trust Midcap Fund | 6 | — | — |
Best-Performing Boston Trust Walden Mutual funds Over 5 Years
The top Boston Trust Walden Mutual funds is WSEFX (9.03%).
Across the lineup, Boston Trust Walden Mutual funds show an average 1-year return of 10.36% and an average 5-year return of 6.16%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Boston Trust Walden Equity Fund | 9.03% | — | Jun 1999 | |
| Boston Trust Equity Fund | 8.26% | — | Oct 2003 | |
| Boston Trust Walden Midcap Fund | 5.94% | — | Aug 2011 | |
| Boston Trust Walden Balanced Fund | 5.88% | — | Jun 1999 | |
| Boston Trust Walden International Equity Fund | 5.85% | — | Jun 2015 |
Lowest-Cost Boston Trust Walden Mutual funds
The top Boston Trust Walden Mutual funds is BTSMX (0.75%).
With an average expense ratio of 0.95%, Boston Trust Walden Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Boston Trust SMID Cap Fund | 0.75% | — | Nov 2011 | |
| Boston Trust Equity Fund | 0.85% | — | Oct 2003 | |
| Boston Trust Walden International Equity Fund | 0.94% | — | Jun 2015 | |
| Boston Trust Walden Midcap Fund | 0.99% | — | Aug 2011 | |
| Boston Trust Small Cap Fund | 1.00% | — | — |
Highest-Yield Boston Trust Walden Mutual funds
The top Boston Trust Walden Mutual funds is WSEFX (10.71%).
Across the lineup, Boston Trust Walden Mutual funds show an average dividend yield of 5.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Boston Trust Walden Equity Fund | 10.71% | — | Jun 1999 | |
| Boston Trust Midcap Fund | 10.69% | — | — | |
| Boston Trust Walden Balanced Fund | 7.57% | — | Jun 1999 | |
| Boston Trust Walden Midcap Fund | 7.09% | — | Aug 2011 | |
| Boston Trust Equity Fund | 7.06% | — | Oct 2003 |
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