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WSEFX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$37.45
Change
-$0.23 (-0.61%)
Net Assets
239.81M

WSEFX Boston Trust Walden Equity Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth through an actively managed portfolio of stocks... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Johnson & Johnson (NYSE:JNJ), Unitedhealth Group (NYSE:UNH), Accenture PLC (NYSE:ACN), ConocoPhillips (NYSE:COP).

Industry description

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.

Market Cap

The average market capitalization across the Boston Trust Walden Equity MF is 1.27T. The market cap for tickers in the group ranges from 116.09B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is COP at 116.09B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Walden Equity MF was 35%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 55
P/E Growth Rating: 51
Price Growth Rating: 40
SMR Rating: 30
Profit Risk Rating: 33
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com
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WSEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSEFX has been closely correlated with VTSMX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSEFX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSEFX
1D Price
Change %
WSEFX100%
-0.61%
VTSMX - WSEFX
93%
Closely correlated
-0.20%
VTSAX - WSEFX
93%
Closely correlated
-0.20%
VITSX - WSEFX
93%
Closely correlated
-0.19%
VSTSX - WSEFX
93%
Closely correlated
-0.20%
VFFSX - WSEFX
50%
Loosely correlated
-0.30%
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