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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1005 | 1102 | 1088 | 1183 | 1482 | 2134 |
Fund Return | 0.5% | 10.17% | 8.8% | 5.77% | 8.19% | 7.88% |
Place in category | 73 | 295 | 177 | 58 | 112 | 35 |
% in Category | 27 | 90 | 56 | 23 | 39 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.31B | 2.71 | 4.52 | 9.41 | ||
Boston Trust SMID Cap Fund | 775.39M | 2.04 | 4.52 | 9.79 | ||
Boston Trust Asset Management | 581.32M | 4.28 | 4.32 | 8.34 | ||
Walden Equity | 271.99M | 3.17 | 9.66 | 11.15 | ||
Walden SMID Cap Fund | 251.8M | 2.03 | 4.53 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 74.95B | 4.06 | 3.36 | 6.30 | ||
Vanguard LifeStrategy Growth Inv | 21.2B | 6.47 | 3.27 | 7.60 | ||
American Funds Income Fund of A R6 | 20.05B | 4.23 | 3.68 | 6.62 | ||
American Funds Income Fund of Ame | 13.08B | 4.21 | 3.57 | 6.51 | ||
American Funds Growth and Inc A | 11.65B | 6.58 | 4.29 | 7.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.65 | 446.95 | -1.30% | |
United States Treasury Notes 3.875% | - | 6.57 | - | - | |
United States Treasury Notes 2.75% | - | 5.38 | - | - | |
Apple | US0378331005 | 4.11 | 210.61 | -1.63% | |
Alphabet C | US02079K1079 | 3.69 | 183.42 | -1.84% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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