Walden Equity Fund Quote
| WSEFX Fund | USD 38.71 0.12 0.31% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Walden Equity is trading at 38.71 as of the 29th of November 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 38.59. Walden Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Walden Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent 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. More on Walden Equity Fund
Moving together with Walden Mutual Fund
Walden Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Value Funds, Large Blend Funds, Large Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Walden Equity Fund [WSEFX] is traded in USA and was established 29th of November 2024. Walden Equity is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Boston Trust Walden Funds family. This fund at this time has accumulated 261.94 M in net assets with minimum initial investment of 100 K. Walden Equity is currently producing year-to-date (YTD) return of 12.03% with the current yeild of 0.01%, while the total return for the last 3 years was 4.77%.
Check Walden Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walden Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walden Equity Fund Mutual Fund Constituents
| TFC | Truist Financial Corp | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| ADP | Automatic Data Processing | Stock | Information Technology | |
| MMM | 3M Company | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| UNP | Union Pacific | Stock | Industrials |
Walden Equity Risk Profiles
| Mean Deviation | 0.4732 | |||
| Semi Deviation | 0.524 | |||
| Standard Deviation | 0.6536 | |||
| Variance | 0.4272 |
Walden Equity Against Markets
Other Information on Investing in Walden Mutual Fund
Walden Equity financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Equity security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |