WSEFX Boston Trust Walden Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Cisco Systems (NASDAQ:CSCO), Applied Materials (NASDAQ:AMAT), KLA Corporation (NASDAQ:KLAC).

The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

The average market capitalization across the Boston Trust Walden Equity MF is 1.72T. The market cap for tickers in the group ranges from 240.39B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is KLAC at 240.39B.

The average weekly volume growth across all stocks in the Boston Trust Walden Equity MF was 11%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -60%