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Boston Trust Walden Equity Fund (WSEFX)

US Funds

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34.31 +0.33 +0.97%

31/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 244.28M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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WSEFX Overview

On this page you'll find an in-depth profile of Boston Trust Walden Equity Fund. Learn about the key management, total assets, investment strategy and contact information of WSEFX among other information.

Investment Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% 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. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States

Phone 617-814-1215

Web www.btim.com

Top Executives

Name	Title	Since	Until
Kabir Goyal	Portfolio Manager	2024	Now
Biography	Kabir is a portfolio manager for the International Large Cap Equity and US Large Cap Core Equity strategy teams. He is a member of the Investment Committee and provides primary research and analysis across sectors. Kabir began his career in 2002 and joined Boston Trust Walden in 2024. Previously, he served as a Managing Director at Brown Capital Management and Senior Portfolio Manager of the International All Company and International Small Company strategies. Prior to Brown Capital Management, he worked at Wasatch Advisors for six years in various investment roles, most recently as an Associate Portfolio Manager on the International Small Cap strategy. Earlier in his career, he was an equity analyst at Putnum Investments and the Associates Team Leader at Cambridge Associates. Kabir earned an MBA from the MIT Sloan School of Management and a BA in Computer Science and Economics from Pomona College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Stephen J. Amyouny	Portfolio Manager	2021	Now
Biography	https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Tchintcia S. Barros	Portfolio Manager	2021	Now
Biography	https://www.bostontrustwalden.com/people/tchintcia-barros/
Mark B. Zagata	Portfolio Manager	2021	2024
Biography	https://www.bostontrustwalden.com/people/mark-zagata-cfa/
William Apfel	-	2010	2021
Biography	https://www.bostontrustwalden.com/people/william-h-apfel-cfa/
Robert A. Lincoln	Senior Vice President	1999	2011
Biography	Mr. Lincoln is a Senior Vice President, a Director of Boston Trust, and the firm’s Chief Strategist. He manages Balanced, Large Cap Equity and Fixed Income portfolios, and is the manager of the Walden Social Equity Fund (WSEFX). He is Chair of the Portfolio Strategy Committee and a member of the Investment Committee.

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