Morningstar

Boston Trust Walden International Equity Fund WIEFX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $18.12  /  +0.28 %
  • Fund Size $184.6M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.74%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis WIEFX

Will WIEFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Walden International Eq holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WIEFX

More WIEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.72 7M
Technology

Roche Holding AG Ordinary Shares new

3.56 6M
Healthcare

Schneider Electric SE

3.13 6M
Industrials

Royal Bank of Canada

3.03 5M
Financial Services

Sumitomo Mitsui Financial Group Inc

2.99 5M
Financial Services

DBS Group Holdings Ltd

2.75 5M
Financial Services

Next PLC

2.52 4M
Consumer Cyclical

Air Liquide SA

2.41 4M
Basic Materials

Atlas Copco AB Class B

2.33 4M
Industrials

Assa Abloy AB Class B

2.30 4M
Industrials

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