Nasdaq - Delayed Quote
USD
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
Performance Overview
View MoreTrailing returns as of 10/29/2026. Category is Large Blend.
Holdings
View MoreSector Weightings
Sector
WSEFX
Technology
39.80%
Financial Services
14.42%
Healthcare
11.32%
Communication Services
10.83%
Industrials
10.13%
Consumer Cyclical
5.66%
Consumer Defensive
3.29%
Energy
2.29%
Utilities
1.70%
Basic Materials
0.54%
Real Estate
0.00%
