About WIEFX
The Boston Trust Walden International Equity Fund is an actively managed mutual fund focused on achieving long-term capital growth by investing in a diversified portfolio of equities from developed international markets. The fund primarily targets large- and mid-cap companies outside the United States, favoring businesses with strong financial stability, prudent capital management, and sustainable growth prospects. A distinguishing feature of this fund is its commitment to environmental, social, and governance (ESG) criteria, integrating rigorous ESG guidelines into its investment decisions and actively engaging companies on sustainability practices. The portfolio spans various sectors and regions, with holdings distributed across major economies such as Japan, the United Kingdom, Switzerland, Canada, and France. Underlying the fund’s strategy is a disciplined approach to security selection, portfolio construction, and risk management, aiming to maintain a quality profile superior to that of broader international developed market benchmarks. The fund is designed for institutional investors, with a relatively high minimum investment and a focus on annual dividend distributions, playing a significant role in providing diversified international equity exposure within the mutual fund landscape.
Fund Family Boston Trust Walden Funds
Category Foreign Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol WIEFX
Index MSCI World ex USA NR USD
WIEFX had a total return of 4.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.66%.
