WSEFX - Walden Equity

Nasdaq - Nasdaq Delayed Price. Currency in USD

Walden Equity

Management Information
William H. Apfel,Lead Manager since July 31, 2010
Bill began his investment career in 1984 and joined Boston Trust in 1989. He became a Managing Director when the company restructured as an employee-owned business in 2004, and became Executive Managing Director in 2017. In his current role, he shares overall responsibility for the day to day management of the entire firm. He is the firm???s Chief Investment Officer and a Portfolio Manager on the Balanced, Large Cap Core, Large Cap Value, and International Large Cap strategies, working with both institutional and individual clients. He is a member of the firm???s Securities Research, Investment Policy, Corporate Governance, and ESG Research & Engagement Committees. Bill earned a BA from Binghamton University, MA from Georgetown University, and PhD from Brown University, and was a Fulbright Scholar. He holds the Chartered Financial Analyst?? designation, and is a member of the CFA Society Boston and the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyBoston Trust & Walden Funds
Net Assets197.42M
YTD Return20.77%
Morningstar Rating★★★★
Inception DateJun 17, 1999

Fund Operations

Last Dividend0.18
Last Cap Gain0.00
Holdings Turnover9.94%
Average for CategoryN/A

Fees & Expenses

ExpenseWSEFXCategory Average
Annual Report Expense Ratio (net)1.00%0.99%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.09%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.75%
3 Yr Expense Projection338N/A
5 Yr Expense Projection592N/A
10 Yr Expense Projection1,321N/A