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Boston Trust Walden Equity Fund (WSEFX)

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36.24 -0.00    0.00%
27/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 273.96M
Type:  Fund
Market:  United States
Issuer:  Boston Trust & Walden Funds
Asset Class:  Equity
Walden Equity 36.24 -0.00 0.00%

WSEFX Overview

 
On this page you'll find an in-depth profile of Boston Trust Walden Equity Fund. Learn about the key management, total assets, investment strategy and contact information of WSEFX among other information.
Category

Large Blend

Total Assets

273.96M

Expenses

1%

Inception Date

36329

Investment Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks. 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 how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States
Phone 617-814-1215

Top Executives

Name Title Since Until
Stephen J. Amyouny Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Tchintcia S. Barros Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/tchintcia-barros/
Mark B. Zagata Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/mark-zagata-cfa/
William Apfel - 2010 2021
Biography https://www.bostontrustwalden.com/people/william-h-apfel-cfa/
Robert A. Lincoln Senior Vice President 1999 2011
Biography Mr. Lincoln is a Senior Vice President, a Director of Boston Trust, and the firm’s Chief Strategist. He manages Balanced, Large Cap Equity and Fixed Income portfolios, and is the manager of the Walden Social Equity Fund (WSEFX). He is Chair of the Portfolio Strategy Committee and a member of the Investment Committee.
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