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Boston Trust Walden Equity WSEFX

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%

Morningstar’s Analysis WSEFX

Will WSEFX outperform in future?

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

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.

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Portfolio Holdings WSEFX

  • 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
8.14
20,024,565
Technology
7.53
18,518,299
Technology
5.19
12,750,804
Energy
3.99
9,816,002
Communication Services
3.47
8,529,454
Technology
3.29
8,078,923
Healthcare
3.06
7,529,078
Financial Services
3.01
7,408,841
Healthcare
2.99
7,354,883
Financial Services
2.82
6,932,098
Industrials