WSEFX Boston Trust Walden Equity Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Johnson & Johnson (NYSE:JNJ), Unitedhealth Group (NYSE:UNH), ConocoPhillips (NYSE:COP), Accenture PLC (NYSE:ACN).

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 1.51T. The market cap for tickers in the group ranges from 112.44B to 4.63T. AAPL holds the highest valuation in this group at 4.63T. The lowest valued company is SYK at 112.44B.

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 -14% and the average quarterly volume growth was 19%