Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Boston Trust Walden Equity WSEFX
- NAV / 1-Day Return 35.41 / +0.51 %
- Total Assets 268.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.67%
- Turnover 7%
USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:24 PM GMT+0
Morningstar’s Analysis WSEFX
Will WSEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.80 | 24.2 Mil | Technology |
Apple Inc | 6.57 | 18.1 Mil | Technology |
ConocoPhillips | 4.78 | 13.1 Mil | Energy |
Alphabet Inc Class C | 4.20 | 11.5 Mil | Communication Services |
JPMorgan Chase & Co | 3.81 | 10.5 Mil | Financial Services |
Accenture PLC Class A | 3.54 | 9.7 Mil | Technology |
Visa Inc Class A | 3.19 | 8.8 Mil | Financial Services |
Johnson & Johnson | 2.74 | 7.5 Mil | Healthcare |
UnitedHealth Group Inc | 2.68 | 7.4 Mil | Healthcare |
Stryker Corp | 2.67 | 7.3 Mil | Healthcare |