Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Boston Trust Walden Equity WSEFX
- NAV / 1-Day Return 37.47 / +0.51 %
- Total Assets 275.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.61%
- Turnover 7%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WSEFX
Will WSEFX 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 45.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 8.66 | 24.0 Mil | Technology |
Microsoft Corp | 8.61 | 23.8 Mil | Technology |
Alphabet Inc Class C | 4.49 | 12.4 Mil | Communication Services |
JPMorgan Chase & Co | 4.03 | 11.2 Mil | Financial Services |
ConocoPhillips | 4.01 | 11.1 Mil | Energy |
Accenture PLC Class A | 3.45 | 9.6 Mil | Technology |
UnitedHealth Group Inc | 3.16 | 8.8 Mil | Healthcare |
Visa Inc Class A | 3.12 | 8.6 Mil | Financial Services |
Alphabet Inc Class A | 2.83 | 7.8 Mil | Communication Services |
Johnson & Johnson | 2.75 | 7.6 Mil | Healthcare |