WSEFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Boston Trust Walden Equity (WSEFX) Ownership - Who owns Boston Trust Walden Equity?

The investment seeks long-term capital growth through an actively managed portfolio of stocks... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WSEFX

Net Assets

231M

Fund Existence

almost 26 years

Turnover

6.14

Total Expense Ratio

1.00

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

117M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

231M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

74.00

Number of Net Holdings

74.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

47.14%

Gain YTD

-8.819

Annual Yield % from dividends

0.61

Returns for 1 year

-5.98

Returns for 3 years

2.19

Returns for 5 years

47.73

Returns for 10 years

86.68

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General Information

Category LargeBlend

Profile

Fundamentals

Details