Boston Trust Walden Equity Fund (WSEFX)
40.72
-0.03
(-0.07%)
USD |
Dec 04 2025
WSEFX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.27% |
| Stock | 99.30% |
| Bond | 0.42% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of September 30, 2025
| Large | 84.19% |
| Mid | 10.42% |
| Small | 5.40% |
Region Exposure
| Americas | 93.68% |
|---|---|
|
North America
|
93.68% |
| United States | 93.68% |
|
Latin America
|
0.00% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.05% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
6.05% |
| Ireland | 3.53% |
| Switzerland | 2.52% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.27% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.90% |
| Materials |
|
1.82% |
| Consumer Discretionary |
|
7.97% |
| Financials |
|
15.12% |
| Real Estate |
|
0.00% |
| Sensitive |
|
59.59% |
| Communication Services |
|
12.24% |
| Energy |
|
2.69% |
| Industrials |
|
8.07% |
| Information Technology |
|
36.60% |
| Defensive |
|
14.78% |
| Consumer Staples |
|
3.52% |
| Health Care |
|
10.49% |
| Utilities |
|
0.77% |
| Not Classified |
|
0.73% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.73% |
As of September 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |