Boston Trust Walden Equity Fund
WSEFX
NASDAQ
| Weiss Ratings | WSEFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | WSEFX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (4), Tchintcia S. Barros (4), Kabir Goyal (0) | |||
| Website | http://www.btim.com | |||
| Fund Information | WSEFX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.57% | |||
| Dividend | WSEFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | WSEFX-NASDAQ | Click to Compare |
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| Cash | 0.78% | |||
| Stock | 99.22% | |||
| U.S. Stock | 96.77% | |||
| Non-U.S. Stock | 2.45% | |||
| 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 |
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| 7-Day Total Return | -0.21% | |||
| 30-Day Total Return | 3.98% | |||
| 60-Day Total Return | 1.67% | |||
| 90-Day Total Return | 6.40% | |||
| Year to Date Total Return | 3.63% | |||
| 1-Year Total Return | 5.63% | |||
| 2-Year Total Return | 18.01% | |||
| 3-Year Total Return | 34.08% | |||
| 5-Year Total Return | 62.27% | |||
| Price | WSEFX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $37.02 | |||
| 1-Month Low NAV | $35.91 | |||
| 1-Month High NAV | $37.30 | |||
| 52-Week Low NAV | $30.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.83 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | WSEFX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 13.47 | |||
| Balance Sheet | WSEFX-NASDAQ | Click to Compare |
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| Total Assets | 238.21M | |||
| Operating Ratios | WSEFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 6.14% | |||
| Performance | WSEFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.23% | |||
| Last Bear Market Total Return | -13.34% | |||