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Boston Trust Walden Equity (WSEFX)

40.61 -0.11 (-0.27%)
At close: 8:07:21 PM EST
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  • Previous Close 40.72
  • YTD Return 11.66%
  • Expense Ratio 0.95%
  • Category Large Blend
  • Last Cap Gain 78.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 227.75M
  • Beta (5Y Monthly) 0.77
  • Yield 0.45%
  • 5y Average Return --
  • Holdings Turnover 1.24%
  • Last Dividend 0.20
  • Inception Date Jun 18, 1999

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Boston Trust Walden Funds

Fund Family

Large Blend

Fund Category

227.75M

Net Assets

1999-06-18

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

WSEFX
11.66%
Category
5.31%

1-Year Return

WSEFX
17.69%
Category
20.31%

3-Year Return

WSEFX
14.92%
Category
6.48%

5-Year Return

WSEFX
9.15%
Category
11.78%

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