WSEFX Mutual Fund

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, Communication Services, Industrials. Inception date: 1999-06-18.

WSEFX performance shows a YTD return of 11.39%. The 1-year return is 24.78% and the 5-year return is 8.51%. WSEFX dividend yield stands at 10.35%, paid annually.

WSEFX top holdings include Apple, Inc (9.8%), Microsoft Corp (8.2%), Alphabet Inc. C (6.5%), Jpmorgan Chase (5.0%), Applied Materials, Inc. (4.0%). Go to all WSEFX holdings, WSEFX sectors, or WSEFX dividends.

WSEFX can be compared against other funds. Use WSEFX overlap to find shared positions, or WSEFX vs another fund for a side-by-side view. WSEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.