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Boston Trust Walden Equity WSEFX

Quantitative rating as of
NAV / 1-Day Return
31.95  /  0.73 %
Total Assets
251.8 Mil
Adj. Expense Ratio
Expense Ratio
1.000%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.37%
Turnover
8%

Morningstar’s Analysis WSEFX

Will WSEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Boston Trust Walden Equity's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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