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Morningstar

Boston Trust Walden International Eq WIEFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 13.86  /  +0.95 %
  • Total Assets 157.7 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.50%
  • Turnover 23%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WIEFX

Will WIEFX outperform in 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.

A sound investment process and strong management team underpin Boston Trust Walden International Eq's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WIEFX

More WIEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

3.36 4.8 Mil
Consumer Cyclical

Nestle SA

3.20 4.6 Mil
Consumer Defensive

Novo Nordisk A/S Class B

2.69 3.8 Mil
Healthcare

Royal Bank of Canada

2.55 3.6 Mil
Financial Services

Schneider Electric SE

2.54 3.6 Mil
Industrials

Air Liquide SA

2.32 3.3 Mil
Basic Materials

Unilever PLC

2.25 3.2 Mil
Consumer Defensive

ASML Holding NV

2.22 3.2 Mil
Technology

Roche Holding AG

2.15 3.1 Mil
Healthcare

Compagnie Financiere Richemont SA Class A

2.14 3.1 Mil
Consumer Cyclical