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Boston Trust Walden Equity WSEFX

Quantitative rating as of | See Boston Trust & Walden Investment Hub
  • NAV / 1-Day Return 31.43  /  0.63 %
  • Total Assets 261.8 Mil
  • 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?

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

Summary

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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.

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