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Boston Trust Walden International Eq (WIEFX)

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

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • LPL SAM Eligible - 11.01.2023
  • LPL SWM - 01.24.2024
  • LPL Brokerage Availability - February 2024

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.

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

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

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