Fund Evaluator:
Boston Trust Walden International Eq (WIEFX)
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Best Performing in Foreign Large Blend Over the Last Year
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Fund Details
Boston Trust Walden International Eq Overview
Boston Trust Walden International Eq (WIEFX) is an actively managed International Equity Foreign Large Blend fund. Boston Trust Walden Funds launched the fund in 2015.
The investment seeks long-term capital growth through an actively managed portfolio of equities of international companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities of large and middle capitalization companies located in developed countries. Equity securities, including ordinary shares, are also known as common stock. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.
About Boston Trust Walden International Eq (WIEFX)
There are 3 members of the management team with an average tenure of 4.30 years: David Sandell (2017), Kabir Goyal (2024), Aaron Ziulkowski (2024). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI World ex USA NR USD index with a weighting of 100%. Boston Trust Walden International Eq has 88 securities in its portfolio. The top 10 holdings constitute 28.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is considered to have an ESG focus with its investment selection and management.
Boston Trust Walden International Eq is part of the Equity global asset class and is within the International Equity fund group. Boston Trust Walden International Eq has 98.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 0.8%. There is 98.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Boston Trust Walden International Eq has 1.2% of the portfolio in cash.
Assets Under Management
The fund has $189 million in total assets, which is below the $2 billion average for the Foreign Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
WIEFX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Boston Trust Walden International Eq expense ratio is high compared to funds in the Foreign Large Blend category. Boston Trust Walden International Eq has an expense ratio of 0.95%, which is 1% higher than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Boston Trust Walden International Eq has a portfolio turnover rate of 34%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 62% for the Foreign Large Blend category.
Recently, in the month of July 2026, Boston Trust Walden International Eq returned 3.5%, which earned it a grade of A, as the Foreign Large Blend category had an average return of 0.7%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Boston Trust Walden International Eq has a trailing yield of 1.71%, which is below the 2.17% category average. The fund normally distributes its income annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Boston Trust Walden International Eq Grades
Year to date, the fund has returned 10.9%, 0.7 percentage points worse than the category, which translates into a grade of D. The fund has returned 20.0% over the past year (grade of F), 13.2% over the past three years (grade of F) and 7.8% per year over the past five years (grade of D) and 8.1% per year over the past 10 years (grade of D).
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WIEFX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WIEFX Return (NAV) | 3.5% | 5.6% | 20.0% | 13.2% | 7.8% | 8.1% |
| WIEFX Grade | A | B | F | F | D | D |
| +/- Category | 2.8% | 1.1% | -4.2% | -2.7% | -0.6% | -1.0% |
| Foreign Large Blend Avg | 0.7% | 4.4% | 24.2% | 15.9% | 8.4% | 9.1% |
| WIEFX Tax Cost Ratio | na | na | 1.3% | 0.9% | 0.8% | 0.7% |
WIEFX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WIEFX Return (NAV) | 10.9% | 19.6% | 5.3% | 16.2% | -13.1% | 13.4% | 7.2% | 20.6% | -10.2% | 19.9% | 0.5% |
| WIEFX Grade | D | F | C | C | A | A | F | D | A | F | C |
| +/- Category | -0.7% | -10.9% | 0.5% | -0.0% | 3.3% | 3.3% | -4.6% | -2.3% | 5.1% | -6.5% | -0.5% |
| Foreign Large Blend Avg | 11.6% | 30.5% | 4.9% | 16.2% | -16.4% | 10.2% | 11.8% | 22.9% | -15.2% | 26.4% | 1.0% |
| Risk Measures | |
| Standard Deviation: | 11.8% |
| Total Risk Index: | 0.97 - Average |
| Category Risk Index: | 0.92 - Low |
| Category Risk Grade: | A (8% Rank) |
| Beta: | 0.72 |
| R-Squared: | 72% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 1.7% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | |
| Total Assets: | $189 Mil |
| Fund Total Assets: | $ 189 Mil |
| Share Class Type: | Other |
| Portfolio Turnover: | 35% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 9.3 years | |||
| Average Tenure: 4.3 years | |||
| Managers (Year): Sandell David (2017), Ziulkowski Aaron (2024), Goyal Kabir (2024) | |||
Portfolio Composition (as of 6/30/26)
| # of Holdings: | 88 |
| % in Top 10 Holdings: | 28.7% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 98.0% |
Portfolio Allocation |
|
| Domestic Stock: | 0.8% |
| Foreign Stock: | 98.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.2% |
Purchase Information
| Fund Family: | Boston Trust Walden Funds |
| Phone Number: | 800-282-8782 |
| Website: | www.btim.com |
| Status: | Open |
| Inception Date: | June 9, 2015 |
| Min. Initial Purchase: | $100,000 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.95% ( Rating : High ) |
| Category Average Expense Ratio (%): | 0.94% |
| Share Class: | Boston Trust Walden International Eq |
| Min. Subsequent Purchase: | $1,000 |
| Min. Subsequent IRA Purchase: | $ 0 |
