The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Boston Trust Walden International Eq WIEFX
- NAV / 1-Day Return 15.09 / +0.33 %
- Total Assets 174.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.40%
- Turnover 23%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WIEFX
Will WIEFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Nestle SA | 2.98 | 5.2 Mil | Consumer Defensive |
Roche Holding AG | 2.93 | 5.1 Mil | Healthcare |
Unilever PLC | 2.67 | 4.7 Mil | Consumer Defensive |
Royal Bank of Canada | 2.49 | 4.4 Mil | Financial Services |
Novo Nordisk AS Class B | 2.38 | 4.2 Mil | Healthcare |
Toyota Motor Corp | 2.38 | 4.2 Mil | Consumer Cyclical |
Schneider Electric SE | 2.32 | 4.1 Mil | Industrials |
Brambles Ltd | 2.25 | 3.9 Mil | Industrials |
Nomura Research Institute Ltd | 2.15 | 3.8 Mil | Technology |
Oracle Corp Japan | 2.06 | 3.6 Mil | Technology |