Mutual Funds - Profile

Boston Trust Walden Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies that exhibit higher quality business and financial characteristics.

The research team starts with a review of companies with sustainable business models, financial stability, prudent capital management, and financial statements that indicate past economic success.

Next, the team employs both quantitative and qualitative techniques to select companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

The investment team also considers More

Price

  • Last Close
  • $35.16
    -0.25
  • 52 Week HL
  • $36.25 - $27.48
  • Net Assets
  • $229.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Documents

  • Annual Reports

Performance
-2.1 % YTD

  • 3 Year
  • 65.7%
  • 5 Year
  • 64.78%
  • Best
  • 30.1%
    2013
  • Worst
  • -31.38%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WSEFX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.1% 5.3% -19.5% 13.5% -0.7% 4.9% 2.8% -0.6% 1.1% 9.9% -
Q2 - 8.8% 12.6% 3.4% 4.7% 3.6% 2% -0.3% 3.9% 3.7% -
Q3 - 0.8% 9.4% 2.5% 8.5% 2.7% 2.8% -4.8% -0.4% 4.5% -
Q4 - 8.4% 8.1% 4.7% -12.4% 7.8% 3.8% 5.5% 5.2% 9.4% -

Returns +
M

J F M A M J J A S O N D
2022 -3.3% - - - - - - - - - - -
2021 -2.5% 5.6% 2.2% 5.7% 0.8% 2.1% 3.7% 2.7% -5.4% 6.9% -0.5% 1.9%

Annual
Return

Index Comparison

Alpha

NAV