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 (5), Tchintcia S. Barros (5), Kabir Goyal (1) | |||
| 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 | 0.49% | |||
| Dividend | WSEFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | WSEFX-NASDAQ | Click to Compare |
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| Cash | 3.30% | |||
| Stock | 96.69% | |||
| U.S. Stock | 93.07% | |||
| Non-U.S. Stock | 3.62% | |||
| 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 | 1.34% | |||
| 30-Day Total Return | -3.50% | |||
| 60-Day Total Return | -4.25% | |||
| 90-Day Total Return | -2.91% | |||
| Year to Date Total Return | -2.75% | |||
| 1-Year Total Return | 19.22% | |||
| 2-Year Total Return | 15.99% | |||
| 3-Year Total Return | 34.90% | |||
| 5-Year Total Return | 46.53% | |||
| 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 | $35.29 | |||
| 1-Month Low NAV | $34.13 | |||
| 1-Month High NAV | $36.70 | |||
| 52-Week Low NAV | $30.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.91 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | WSEFX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 10.08 | |||
| Balance Sheet | WSEFX-NASDAQ | Click to Compare |
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| Total Assets | 219.83M | |||
| Operating Ratios | WSEFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 1.24% | |||
| Performance | WSEFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.23% | |||
| Last Bear Market Total Return | -13.34% | |||