Fund Evaluator:
Boston Trust Walden Equity (WSEFX)
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Best Performing in Large Blend Over the Last Year
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Fund Details
Boston Trust Walden Equity Overview
Boston Trust Walden Equity (WSEFX) is an actively managed U.S. Equity Large Blend fund. Boston Trust Walden Funds launched the fund in 1999.
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 stock. It may invest in companies of any size, but generally focuses on large capitalization companies. 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 Equity (WSEFX)
There are 3 members of the management team with an average tenure of 4.22 years: Stephen Amyouny (2021), Tchintcia Barros (2021), Kabir Goyal (2024). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: S&P 500 (TR) (1970) index with a weighting of 100%. Boston Trust Walden Equity has 73 securities in its portfolio. The top 10 holdings constitute 51.4% 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 Equity is part of the Equity global asset class and is within the U.S. Equity fund group. Boston Trust Walden Equity has 3.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 95.5%. There is 3.3% 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 Equity has 1.2% of the portfolio in cash.
Assets Under Management
The fund has $231 million in total assets, which is below the $6 billion average for the 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.
WSEFX 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 Equity expense ratio is high compared to funds in the Large Blend category. Boston Trust Walden Equity has an expense ratio of 0.95%, which is 17% higher than its category average, making the fund expense ratio grade a D. 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 Equity has a portfolio turnover rate of 1%, indicating that holds its assets around 0.8 years. By way of comparison, the average portfolio turnover is 48% for the Large Blend category.
Recently, in the month of August 2026, Boston Trust Walden Equity returned 1.3%, which earned it a grade of D, as the Large Blend category had an average return of 2.1%. 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 Equity has a trailing yield of 0.45%, which is below the 0.55% category average. The fund normally distributes its income annually and its capital gains 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 Equity Grades
Year to date, the fund has returned 13.1%, 1.4 percentage points better than the category, which translates into a grade of B. The fund has returned 22.8% over the past year (grade of A), 13.6% over the past three years (grade of F) and 8.2% per year over the past five years (grade of F) and 12.7% per year over the past 10 years (grade of F).
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WSEFX Trailing NAV Total Returns Data as of 8/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WSEFX Return (NAV) | 1.3% | 4.9% | 22.8% | 13.6% | 8.2% | 12.7% |
| WSEFX Grade | D | A | A | F | F | F |
| +/- Category | -0.8% | 2.6% | 5.2% | -5.2% | -2.8% | -1.2% |
| Large Blend Avg | 2.1% | 2.3% | 17.6% | 18.8% | 11.0% | 13.9% |
| WSEFX Tax Cost Ratio | na | na | 2.6% | 1.5% | 1.2% | 1.1% |
WSEFX Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WSEFX Return (NAV) | 13.1% | 13.3% | 9.8% | 16.3% | -13.6% | 28.0% | 13.3% | 32.3% | -2.5% | 20.8% | 11.8% |
| WSEFX Grade | B | D | F | F | A | B | F | A | A | D | B |
| +/- Category | 1.4% | -2.5% | -12.2% | -7.4% | 3.7% | 1.4% | -4.3% | 2.5% | 3.3% | -0.5% | 1.6% |
| Large Blend Avg | 11.6% | 15.8% | 22.1% | 23.7% | -17.3% | 26.5% | 17.5% | 29.8% | -5.9% | 21.3% | 10.2% |
| Risk Measures | |
| Standard Deviation: | 11.0% |
| Total Risk Index: | 0.90 - Average |
| Category Risk Index: | 0.84 - Low |
| Category Risk Grade: | A (6% Rank) |
| Beta: | 0.79 |
| R-Squared: | 87% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Value |
| Bond Investment Style: | na |
| Yield: | 0.5% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $231 Mil |
| Fund Total Assets: | $ 231 Mil |
| Share Class Type: | No Load |
| Portfolio Turnover: | 1% |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 5.5 years | |||
| Average Tenure: 4.2 years | |||
| Managers (Year): Amyouny Stephen (2021), Barros Tchintcia (2021), Goyal Kabir (2024) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 73 |
| % in Top 10 Holdings: | 51.4% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 3.3% |
Portfolio Allocation |
|
| Domestic Stock: | 95.5% |
| Foreign Stock: | 3.3% |
| 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 18, 1999 |
| 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 (%): | 0.81% |
| Share Class: | Boston Trust Walden Equity |
| Min. Subsequent Purchase: | $1,000 |
| Min. Subsequent IRA Purchase: | $ 0 |
