Boston Trust Walden Equity Fund
WSEFX
NASDAQ
| Weiss Ratings | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (5), Tchintcia S. Barros (5), Sean A. Cameron (0) | |||
| Website | http://www.btim.com | |||
| Fund Information | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Boston Trust Walden Equity Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 18, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.45% | |||
| Dividend | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.31% | |||
| Asset Allocation | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.16% | |||
| Stock | 98.85% | |||
| U.S. Stock | 95.71% | |||
| Non-U.S. Stock | 3.14% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.24% | |||
| 30-Day Total Return | -0.83% | |||
| 60-Day Total Return | -1.14% | |||
| 90-Day Total Return | -2.12% | |||
| Year to Date Total Return | 11.87% | |||
| 1-Year Total Return | 15.51% | |||
| 2-Year Total Return | 27.84% | |||
| 3-Year Total Return | 49.60% | |||
| 5-Year Total Return | 42.88% | |||
| Price | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $40.61 | |||
| 1-Month High NAV | $41.49 | |||
| 52-Week Low NAV | $34.13 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $41.68 | |||
| 52-Week High Price (Date) | Aug 07, 2026 | |||
| Beta / Standard Deviation | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 10.41 | |||
| Balance Sheet | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 220.33M | |||
| Operating Ratios | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.95% | |||
| Turnover Ratio | 1.24% | |||
| Performance | WSEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 23.65% | |||
| Last Bear Market Total Return | -13.34% | |||