WSEFX Mutual Fund (Boston Trust Walden Equity Fund) is managed by Boston Trust Walden Funds with $226.8M in net assets. WSEFX expense ratio is 0.95%, holding 49 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1999-06-18.

WSEFX performance shows a YTD return of 10.45%. The 1-year return is 25.18% and the 5-year return is 9.11%. WSEFX dividend yield stands at 10.44%, paid annually.

WSEFX top holdings include Apple Inc (9.8%), Microsoft Corp 4.100 Feb 06 37 (8.2%), Alphabet Inc series C (6.5%), Jp Morgan Chase & Co (5.0%), Applied Materials, Inc. (4.0%). View all WSEFX holdings, sector breakdown, or dividend history.

WSEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.