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Boston Trust Walden Equity Fund (WSEFX)

US Funds

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36.76 +0.15 +0.41%

22/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 271.45M

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WSEFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Walden Equity (WSEFX) fund. Our Walden Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.86	0.86	0.00
Shares	99.14	99.14	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.13	20.41
Price to Book	5.04	3.99
Price to Sales	3.67	2.63
Price to Cash Flow	16.21	14.49
Dividend Yield	1.55	1.52
5 Years Earnings Growth	8.87	11.58

Sector Allocation

Name	Net %	Category Average
Technology	33.30	28.37
Healthcare	14.94	12.58
Financial Services	14.76	14.41
Communication Services	9.24	8.27
Industrials	9.21	9.79
Consumer Cyclical	8.38	10.37
Consumer Defensive	4.07	6.17
Energy	3.74	3.88
Basic Materials	1.47	2.47
Utilities	0.88	2.81

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	8.74	226.21	+1.06%
Microsoft	US5949181045	8.50	442.87	-0.75%
Alphabet C	US02079K1079	4.51	201.12	+0.54%
JPMorgan	US46625H1005	4.35	265.18	+0.89%
ConocoPhillips	US20825C1045	3.71	105.35	+2.22%
Accenture	IE00B4BNMY34	3.55	360.45	+0.37%
Visa A	US92826C8394	3.45	325.38	+0.56%
UnitedHealth	US91324P1021	3.18	526.64	+1.33%
Alphabet A	US02079K3059	2.85	199.49	+0.56%
Chubb	CH0044328745	2.50	265.15	-1.18%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.45B	12.55	4.06	9.78
Boston Trust SMID Cap Fund	841.95M	10.17	3.12	9.90
Boston Trust Asset Management	578.07M	11.19	2.57	8.39
Walden SMID Cap Fund	314.05M	10.39	3.15	9.78
Boston Trust Midcap Fund	256.38M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden Equity	36.76	+0.15	+0.41%