Morningstar

Boston Trust Walden International Eq WIEFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 15.48  /  +1.98 %
  • Total Assets 176.2 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.41%
  • Turnover 23%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WIEFX

Will WIEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIEFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Boston Trust Walden International Eq’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WIEFX

More WIEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

2.98 5.2 Mil
Consumer Defensive

Roche Holding AG

2.93 5.1 Mil
Healthcare

Unilever PLC

2.67 4.7 Mil
Consumer Defensive

Royal Bank of Canada

2.49 4.4 Mil
Financial Services

Novo Nordisk AS Class B

2.38 4.2 Mil
Healthcare

Toyota Motor Corp

2.38 4.2 Mil
Consumer Cyclical

Schneider Electric SE

2.32 4.1 Mil
Industrials

Brambles Ltd

2.25 3.9 Mil
Industrials

Nomura Research Institute Ltd

2.15 3.8 Mil
Technology

Oracle Corp Japan

2.06 3.6 Mil
Technology

Sponsor Center