WSEFX:NASDAQ
Boston Trust Walden Equity Fund – WSEFX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 34.33 | 0.02 (+0.06%) | 33.57 - 38.83 | -- |
Market data as of 12:00AM 04/01/25. Quotes are delayed by at least 15 min.
Overview - WSEFX
The investment seeks long-term capital growth through an actively managed portfolio of stocks.
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.
Growth of $10,000 (10 Years)
| Total Return | 7.64% |
|---|
| Yield (Trailing 12 Mo.) | 0.59% |
|---|
| Expense Ratio | 0.99% |
|---|
| Front Load | None |
|---|
| Deferred Load | None |
|---|
| Minimum Investment | $100,000 |
|---|
| Management Tenure | 4 Years |
|---|
| Fund Inception | 06/18/1999 |
|---|
Trailing Total Returns - WSEFX
as of 02/28/2025
| Timeframe | WSEFX | S&P 500 | Large Blend |
|---|
| 1 Month | -2.15% | -1.30% | -1.59% |
|---|
| 3 Month | -2.56% | -0.97% | -1.78% |
|---|
| Year-to-Date | 0.76% | 1.44% | 1.71% |
|---|
| 1 Year | 7.25% | 18.41% | 15.53% |
|---|
| 3 Year | 6.75% | 12.55% | 10.88% |
|---|
| 5 Year | 12.41% | 16.85% | 15.31% |
|---|
| 10 Year | 10.69% | 12.98% | 11.46% |
|---|
| Since Inception | 7.64% | 11.12% | -- |
|---|
Sector Allocation - WSEFX
as of 02/28/2025
| Basic Materials | | 1.46% |
|---|
| Consumer Cyclical | | 8.42% |
|---|
| Financial Services | | 15.92% |
|---|
| Real Estate | | 0.00% |
|---|
| Consumer Defensive | | 4.32% |
|---|
| Healthcare | | 14.24% |
|---|
| Utilities | | 0.69% |
|---|
| Communication Services | | 9.29% |
|---|
| Energy | | 3.29% |
|---|
| Industrials | | 8.55% |
|---|
| Technology | | 33.83% |
|---|
Asset Allocation - WSEFX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
|---|
| Stock | -- | | | 96.60 | 96.60 |
|---|
| Bond | -- | | | 0.00 | 0.00 |
|---|
| Other | -- | | | 0.00 | 0.00 |
|---|
| Foreign Stock | -- | | | 2.59 | 2.59 |
|---|
| Foreign Bond | -- | | | 0.00 | 0.00 |
|---|
| Total | -- | | | 99.19 | 99.19 |
|---|
| Cash | -- | | | 0.81 | 0.81 |
|---|
| Total Net Assets | $260.93M |
|---|
| Total Stock Holdings | 52 |
|---|
| Total Bond Holdings | 0 |
|---|
Top Ten Holdings - WSEFX
as of 02/28/2025
Valuation & Growth - WSEFX
as of 02/28/2025
| Valuation | WSEFX | Category Range |
|---|
| Price/Earnings | 23.92 | |
|---|
| Price/Book | 5.43 | |
|---|
| Price/Sales | 3.73 | |
|---|
| Price/Cash Flow | 17.87 | |
|---|
| Dividend Yield | 1.57 | |
|---|
| LT Earnings | 8.44 | |
|---|
| Historical Earnings | 10.3 | |
|---|
| Sales Growth | 8.03 | |
|---|
| Cash-Flow Growth | 5.38 | |
|---|
| Book-Value Growth | 10.04 | |
|---|
