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Morningstar

Boston Trust Walden Equity WSEFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 33.73  /  0.18 %
  • Total Assets 259.7 Mil
  • Adj. Expense Ratio
    1.000%
  • 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 0.65%
  • Turnover 19%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:26 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.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the WSEFX 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 WSEFX’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 Equity's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSEFX

More WSEFX Holdings
  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.14
20,024,565
Technology

Apple Inc

7.53
18,518,299
Technology

ConocoPhillips

5.19
12,750,804
Energy

Alphabet Inc Class C

3.99
9,816,002
Communication Services

Accenture PLC Class A

3.47
8,529,454
Technology

UnitedHealth Group Inc

3.29
8,078,923
Healthcare

Visa Inc Class A

3.06
7,529,078
Financial Services

Johnson & Johnson

3.01
7,408,841
Healthcare

JPMorgan Chase & Co

2.99
7,354,883
Financial Services

Union Pacific Corp

2.82
6,932,098
Industrials