About WSEFX
The Boston Trust Walden Equity Fund is a mutual fund focused on long-term capital growth and income, achieved through an actively managed portfolio of U.S. large-cap equity securities. Built on a disciplined stock selection process, the fund seeks to invest at least 80% of its assets in a diversified range of domestic equities, targeting companies with strong financial characteristics and sustainable business models. The fund predominantly holds large, established firms across sectors such as technology, financial services, healthcare, and energy, with notable positions in companies like Apple, Microsoft, and Alphabet. Operating with a large blend strategy, it aims for balanced exposure to both growth and value segments of the U.S. market, making it representative of the broader large-cap universe. The Boston Trust Walden Equity Fund is designed to serve institutional investors, reflected in its higher minimum investment threshold. Its distinctive approach combines fundamental analysis and active management to navigate various market cycles, while also seeking to provide annual income through declared dividends. The fund’s role in the market is to offer investors a professionally managed option for steady capital appreciation within the U.S. equity landscape.
Fund Family Boston Trust Walden Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol WSEFX
Index S&P 500 TR
WSEFX had a total return of 20.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.05%.
