| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
3
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#95 in Small Growth
U.S. News evaluated 213 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Boston Trust & Walden Funds funds
Performance
The fund has returned 11.55 percent over the past year, 10.63 percent over the past three years, and 7.53 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.9% |
| 1 Year | 11.5% |
| 3 Years (Annualized) | 10.6% |
| 5 Years (Annualized) | 7.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock of domestic small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000 Index at the time of purchase. As of June 30, 2012, the market capitalization range of the Russell 2000 Index was between $53 million and $3.7 billion.
Fees
Fees are Above Average compared to funds in the same category.
Boston Trust Small Cap Fund has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
