Walden Equity Fund Quote

WSEFX Fund  USD 36.60  0.13  0.36%   

Performance

Very Weak

 
Weak
 
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Odds Of Distress

Low

 
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Low
Walden Equity is trading at 36.60 as of the 19th of February 2025; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 36.47. Walden Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of January 2025 and ending today, the 19th of February 2025. 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. Walden Equity is traded on NASDAQ Exchange in the United States. More on Walden Equity Fund

Moving together with Walden Mutual Fund

  0.94WAMFX Walden MidcapPairCorr
  0.98WSBFX Walden Asset ManagementPairCorr
  0.94WASMX Walden Smid CapPairCorr
  0.99BTBFX Boston Trust AssetPairCorr
  0.89BTEFX Boston Trust EquityPairCorr

Walden Mutual Fund Highlights

Fund ConcentrationBoston Trust Walden Funds, Large Value Funds, Large Blend Funds, Large Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Walden Equity Fund [WSEFX] is traded in USA and was established 19th of February 2025. 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 2.1% with the current yeild of 0.01%, while the total return for the last 3 years was 6.84%.
Check Walden Equity Probability Of Bankruptcy

Instrument Allocation

Stocks98.98%C...100%

Top Walden Equity Fund Mutual Fund Constituents

TFCTruist Financial CorpStockFinancials
JNJJohnson JohnsonStockHealth Care
ADPAutomatic Data ProcessingStockInformation Technology
MMM3M CompanyStockIndustrials
JPMJPMorgan Chase CoStockFinancials
VVisa Class AStockFinancials
USBUS BancorpStockFinancials
UNPUnion PacificStockIndustrials
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Walden Equity Risk Profiles

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.
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