Boston Trust Walden Equity Fund (WSEFX)
36.66
+0.12
(+0.33%)
USD |
Dec 24 2025
WSEFX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.24% |
| Stock | 99.38% |
| Bond | 0.38% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of October 31, 2025
| Large | 84.94% |
| Mid | 9.92% |
| Small | 5.15% |
Region Exposure
| Americas | 94.27% |
|---|---|
|
North America
|
94.27% |
| United States | 94.27% |
|
Latin America
|
0.00% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.49% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.49% |
| Ireland | 3.45% |
| Switzerland | 2.03% |
|
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 | 0.24% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.39% |
| Materials |
|
1.20% |
| Consumer Discretionary |
|
7.01% |
| Financials |
|
14.18% |
| Real Estate |
|
0.00% |
| Sensitive |
|
62.95% |
| Communication Services |
|
14.48% |
| Energy |
|
1.73% |
| Industrials |
|
8.68% |
| Information Technology |
|
38.06% |
| Defensive |
|
14.02% |
| Consumer Staples |
|
3.69% |
| Health Care |
|
9.46% |
| Utilities |
|
0.86% |
| Not Classified |
|
0.65% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.65% |
As of October 31, 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 | -- |