Nasdaq - Delayed Quote USD

Boston Trust Walden International Eq (WIEFX)

15.06 +0.12 (+0.80%)
As of 8:06 AM EDT. Market Open.

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.

Boston Trust Walden International Eq

BOSTON MA 43229
100 SUMMER STREET
617-814-1215

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 Operations

Last Dividend 0.21
Last Cap Gain 15.00
Holdings Turnover 23.46%
Average for Category --

Fees & Expenses

Expense WIEFX Category Average
Annual Report Expense Ratio (net) 0.91% 0.92%
Prospectus Net Expense Ratio 0.91% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

https://www.bostontrustwalden.com/people/aaron-john-ziulkowski-cfa/ Aaron provides primary research and analysis for the firm’s equity strategies. He is also a Portfolio Manager on the Boston Trust Walden International Large Cap strategy. As Manager of ESG Integration, Aaron develops and refines environmental, social, and governance (ESG) integration tools and methodologies utilized by all investment strategies across the firm. He is a member of the Active Ownership, ESG Research & Engagement, and ESG Integration Committees. Aaron began his career in 2003 and joined Boston Trust Walden in 2013. Previously, he worked at Ceres where he was responsible for multi-stakeholder dialogues with companies in the energy, technology, and transportation sectors. Before joining Ceres, he worked for Pact, Inc., where he was responsible for helping build a program focused on responsible business practices in developing countries. Among other efforts, he helped develop a program addressing conflict minerals in the Democratic Republic of the Congo. Aaron earned an MA in Latin American Studies from the George Washington University and a BA magna cum laude from Westmont College. He holds the Chartered Financial Analyst® designation and Fundamentals of Sustainability Accounting (FSA) Credential, and is a member of the CFA Society Boston and the CFA Institute. He is also a member of the Investment Committee of the Mennonite Education Agency.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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