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Boston Trust Walden Equity Fund (WSEFX)

US Funds

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32.19 -1.02 -3.07%

10/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 237.14M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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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	0.29	0.29	0.00
Stocks	99.71	99.71	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.22	20.51
Price to Book	5.16	3.98
Price to Sales	3.51	2.63
Price to Cash Flow	15.95	14.17
Dividend Yield	1.54	1.54
5 Years Earnings Growth	7.74	11.13

Sector Allocation

Name	Net %	Category Average
Technology	33.44	28.27
Financial Services	15.24	14.88
Healthcare	14.68	12.32
Communication Services	10.43	8.59
Industrials	8.56	9.54
Consumer Cyclical	8.09	10.53
Consumer Defensive	4.23	6.13
Energy	3.17	3.83
Basic Materials	1.52	2.34
Utilities	0.64	2.71

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.61	388.45	+1.86%
Apple	US0378331005	8.46	198.15	+4.06%
Alphabet C	US02079K1079	5.64	159.40	+2.59%
JPMorgan	US46625H1005	4.63	236.20	+4.00%
Visa A	US92826C8394	3.88	333.27	+2.67%
Accenture	IE00B4BNMY34	3.84	284.34	-0.31%
Alphabet A	US02079K3059	3.56	157.14	+2.83%
ConocoPhillips	US20825C1045	3.17	86.40	+3.73%
UnitedHealth	US91324P1021	2.85	599.47	+0.85%
J&J	US4781601046	2.49	151.67	+2.00%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.28B	-4.11	4.28	9.00
Boston Trust SMID Cap Fund	723.64M	-2.17	4.38	9.16
Boston Trust Asset Management	529.9M	-1.49	3.99	8.24
Walden SMID Cap Fund	287.22M	-2.84	4.96	8.96
Boston Trust Midcap Fund	228.97M	17.45	8.39	10.39

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