Boston Trust Walden Equity FundWSEFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$198.8M
Expense ratio
0.95%
1-year return
+13.8%
3 years, a year
+10.5%
5 years, a year
+8.0%
Holdings
49
What it aims to do.
The Boston Trust Walden Equity Fund seeks long-term capital growth through an actively managed portfolio of stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 9.81% |
| MSFT Microsoft Corp. | 8.16% |
| GOOG Alphabet Inc. | 6.55% |
| JPM JPMorgan Chase & Co. | 4.95% |
| AMAT Applied Materials Inc. | 3.95% |
| V Visa Inc | 3.94% |
| NVDA NVIDIA Corp. | 3.88% |
| GOOGL Alphabet Inc. | 3.27% |
| JNJ Johnson & Johnson | 2.91% |
| DE Deere & Company | 2.80% |
More on WSEFX.
- WSEFX overview
- WSEFX holdings
- WSEFX risk
- WSEFX costs
- WSEFX money in and out
- WSEFX share classes
- Compare WSEFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.