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Boston Trust Walden International Eq (WIEFX)

13.87
-0.77
(-5.26%)
At close: April 4 at 8:02:21 PM EDT
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  • Previous Close 14.64
  • YTD Return 6.03%
  • Expense Ratio 0.91%
  • Category Foreign Large Blend
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 227.88M
  • Beta (5Y Monthly) 0.94
  • Yield 1.50%
  • 5y Average Return --
  • Holdings Turnover 12.30%
  • Last Dividend 0.22
  • Inception Date Jun 9, 2015

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities of large and middle capitalization companies located in developed countries. Equity securities, including ordinary shares, are also known as common stock. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Boston Trust Walden Funds

Fund Family

Foreign Large Blend

Fund Category

227.88M

Net Assets

2015-06-09

Inception Date

Performance Overview: WIEFX

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Trailing returns as of 4/3/2025. Category is Foreign Large Blend.

YTD Return

WIEFX
6.03%
Category
9.07%
 

1-Year Return

WIEFX
5.10%
Category
33.76%
 

3-Year Return

WIEFX
6.36%
Category
8.50%
 

5-Year Return

WIEFX
10.94%
Category
10.08%
 

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Holdings: WIEFX

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Sector Weightings

SectorWIEFX
Industrials   15.93%
Healthcare   11.20%
Technology   9.90%
Energy   5.59%
Utilities   2.75%
Real Estate   1.69%

Recent News: WIEFX

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Research Reports: WIEFX

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