Walden Equity Fund

Class No Load (WSEFX)
3 / 5 Stars
2 2 5 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
B+ (Buy)

#93 in Large Growth

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Boston Trust & Walden Funds funds

See full Large Growth rankings

See more fund rankings


The fund has returned 20.80 percent over the past year, 13.17 percent over the past three years, 16.96 percent over the past five years, and 7.08 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.1%
1 Year 20.8%
3 Years (Annualized) 13.2%
5 Years (Annualized) 17.0%
10 Years (Annualized) 7.1%

See more WSEFX performance


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 and preferred stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction.


Fees are Average compared to funds in the same category.
Walden Equity Fund has an expense ratio of 1.00 percent.

See more WSEFX fees


Risk is Low compared to funds in the same category according to Morningstar.

See more WSEFX risk

See Also:

Top Boston Trust & Walden Funds Funds