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Boston Trust Walden Equity Fund: (MF: WSEFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:30 PM ET

$35.29 USD

+0.10 (0.28%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.98 43
3 months 1.87 47
6 months 10.78 19
1 Year 14.72 46
3 Year 13.58 69
5 Year 10.17 52
10 Year 12.85 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 85.28
Bear Market (10/07 - 2/09) -44.06
Bull Market (2/09 - 3/21) 799.43

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.34
5 Year 9.87
10 Year 12.18
Since Inception 7.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.94 4.28 7.35 5.40
2024 5.45 0.27 4.63 -0.75
2023 3.47 5.91 -2.83 9.19
2022 -5.65 -13.34 -4.07 10.23
2021 5.27 8.80 0.78 10.89

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.9813.349.8116.28-13.5528.0113.2932.31-2.5320.7311.80
% Total Return Rel to Index 0.12-4.87-15.20-9.964.65-0.67-5.100.821.86-1.06-0.13
% Total Return Rel to Peer 0.040.62-9.57-6.716.145.95-6.623.894.330.053.98
% Perf Quintile vs Peer* 3.003.000.004.002.002.004.002.002.003.002.00
% Dividends 0.000.200.220.230.210.120.210.200.180.190.17
% Yield 0.000.480.570.510.650.320.690.720.850.850.88
Capital Gains ($) 0.003.991.540.780.790.690.930.600.270.910.46
Expense Ratio 0.000.951.001.001.001.001.001.001.001.001.00

* 1 = Top 20%, 5 = Bottom 20%