Nasdaq - Delayed Quote • USD
Boston Trust Walden International Eq (WIEFX)
As of 8:06 AM EDT. Market Open.
Top 10 Holdings (24.28% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWIEFX
Financial Services 21.09%
Industrials 16.01%
Healthcare 12.35%
Consumer Cyclical 11.41%
Technology 9.58%
Consumer Defensive 8.86%
Basic Materials 6.50%
Energy 5.45%
Communication Services 3.90%
Utilities 2.93%
Real Estate 1.93%
Overall Portfolio Composition (%)
| Cash | 0.49% |
| Stocks | 99.51% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | WIEFX | Category Average |
|---|---|---|
| Price/Earnings | 0.05 | 19.5 |
| Price/Book | 0.4 | 2.01 |
| Price/Sales | 0.47 | 1.61 |
| Price/Cashflow | 0.08 | 11.12 |
| Median Market Cap | 47,328.47 | 55,008.26 |
| 3 Year Earnings Growth | 20.28 | 3.07 |
Bond Holdings
| Average | WIEFX | Category Average |
|---|---|---|
| Maturity | -- | 1.62 |
| Duration | -- | 1.75 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 12.22% |
| 5y Average Return | 7.98% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | Boston Trust Walden Funds |
| Net Assets | 176.27M |
| YTD Return | 13.41% |
| Yield | 1.41% |
| Morningstar Rating | |
| Inception Date | Jun 09, 2015 |
Fund Summary
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.
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