Boston Trust Walden Equity Fund

Frequently Asked Questions About WSEFX

What does WSEFX invest in?

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 financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

What is the expense ratio of WSEFX?

Boston Trust Walden Equity Fund (WSEFX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WSEFX?

Boston Trust Walden Equity Fund (WSEFX) manages $228.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WSEFX actively managed or an index fund?

WSEFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WSEFX launched?

Boston Trust Walden Equity Fund (WSEFX) launched in June 1999 and is managed by the fund issuer.

How has WSEFX performed?

WSEFX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.