Boston Trust Walden Equity Fund (WSEFX) Research

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

Market snapshot

Symbol
WSEFX
Price
$39.53
Day change
+0.56%
Market cap
$221.4M
52-week range
34.13-40.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Boston Trust Equity Fund (BTEFX)
  • Boston Trust Midcap Fund (BTMFX)
  • Columbia Adaptive Risk Allocation Fund A (CRAAX)
  • Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
  • Meeder Spectrum Fund - Retail Class (FLSPX)
  • Sprott Focus Trust, Inc. (FUND)
  • Sit Dividend Growth Fund Class I (SDVGX)
  • Sit Dividend Growth Fund Class S (SDVSX)

Open Boston Trust Walden Equity Fund (WSEFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.