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Morningstar

Boston Trust Walden Mutual Funds

View all of Boston Trust Walden’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Boston Trust Walden Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Boston Trust Asset ManagementBTBFXModerately Aggressive Allocation4.42%930.820%Above AverageInstitutional$100,000
Boston Trust MidcapBTMFXMid-Cap Blend5.31%800.980%Above AverageInstitutional$100,000
Boston Trust Walden MidcapWAMFXMid-Cap Blend5.07%850.980%Above AverageInstitutional$100,000
Boston Trust Walden Small CapBOSOXSmall Blend2.77%431.000%Above AverageInstitutional$100,000
Boston Trust SMID CapBTSMXMid-Cap Blend4.38%820.750%Below AverageInstitutional$1.0 Mil
Boston Trust Walden BalancedWSBFXModerately Aggressive Allocation1.93%980.960%HighInstitutional$100,000
Boston Trust Walden International EqWIEFXForeign Large Blend4.55%690.910%Above AverageInstitutional$100,000
Boston Trust Walden SMID CapWASMXMid-Cap Blend4.58%851.000%Above AverageInstitutional$100,000
Boston Trust EquityBTEFXLarge Blend5.51%880.850%Above AverageInstitutional$100,000
Boston Trust Walden EquityWSEFXLarge Blend4.58%931.000%HighInstitutional$100,000

Boston Trust Walden Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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