A sound investment process and strong management team underpin Boston Trust Walden Equity's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 31.43 / 0.63 %
- Total Assets 261.8 Mil
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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 0.65%
- Turnover 8%
Morningstar’s Analysis WSEFX
Will WSEFX outperform in future?
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