WSEFX
Boston Trust Walden Equity Fund
1W: -0.4%
1M: -0.8%
3M: +1.2%
YTD: +11.8%
1Y: +5.3%
3Y: +36.6%
5Y: +34.6%
$40.94
+0.29 (+0.71%)
Weekly Expected Move ±1.3%
$40
$40
$41
$41
$42
Similar ETFs
20 peers by holdings overlap (49 holdings)
WSBFX
Boston Trust Walden Balanced
83.2%
Shared39 holdings
Total43
AUM$141M
Price$24.52
BTBFX
Boston Trust Asset Management Fund
65.5%
Shared31 holdings
Total49
AUM$512M
Price$62.53
BTEFX
Boston Trust Equity Fund
62.4%
Shared31 holdings
Total52
AUM$245M
Price$48.55
HAVGX
Haverford Quality Growth Stock Fund
46.6%
Shared24 holdings
Total34
AUM$304M
Price$26.47
FFA
First Trust Enhanced Equity Income Fund
44.6%
Shared26 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
44.6%
Shared20 holdings
Total28
AUM$843M
Price$65.74
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
39.4%
Shared21 holdings
Total275
AUM$1.5B
Price$30.68
SEBLX
Touchstone Balanced Fund Class A
38.6%
Shared12 holdings
Total45
AUM$973M
Price$31.50
MAIPX
MAI Managed Volatility Fund
38.6%
Shared19 holdings
Total73
AUM$232M
Price$17.89
TRULX
T. Rowe Price U.S. Large-Cap Core Fund
38.5%
Shared18 holdings
Total76
AUM$18.2B
Price$48.82
WOGSX
White Oak Select Growth Fund
38.5%
Shared20 holdings
Total28
AUM$488M
Price$171.16
DLCEX
Dana Large Cap Equity Fund
38.4%
Shared23 holdings
Total51
AUM$70M
Price$23.79
BGRWX
Barrett Growth Fund
38.2%
Shared11 holdings
Total28
AUM$22M
Price$28.29
JAGIX
Janus Henderson Growth and Income Fund - T Shares
37.7%
Shared18 holdings
Total68
AUM$8.8B
Price$80.85
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
37.6%
Shared47 holdings
Total500
AUM$2.1B
Price$21.44
TRBCX
T. Rowe Price Blue Chip Growth Fund
36.8%
Shared14 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
36.8%
Shared14 holdings
Total58
AUM$6.7B
Price$74.83
SPFFX
Sphere 500 Climate Fund
36.7%
Shared43 holdings
Total366
AUM$45M
Price$34.59
SENCX
Touchstone Large Cap Focused A
36.7%
Shared12 holdings
Total44
AUM$3.5B
Price$90.69
PRDGX
T. Rowe Price Dividend Growth Fund, Inc.
36.6%
Shared26 holdings
Total91
AUM$17.7B
Price$88.32
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WSEFX | $225M | 48 | 50.2% | 11.2 | 3.5 | 4.1 | 36.6% | 36.4% | 1.53% | +17.3% | +25.6% | 59.4 | 6.3 |
| WSBFX | $141M | 43 | 33.4% | 11.0 | 3.4 | 3.8 | 36.2% | 35.0% | 1.45% | +21.2% | +24.4% | 56.6 | 6.3 |
| BTBFX | $512M | 49 | 34.7% | 11.8 | 3.2 | 3.6 | 30.6% | 31.0% | 1.61% | +17.6% | +25.2% | 60.0 | 6.2 |
| BTEFX | $245M | 52 | 45.0% | 12.5 | 3.5 | 4.0 | 32.3% | 31.6% | 1.49% | +20.4% | +24.0% | 57.7 | 6.1 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| QQQX | $1.5B | 275 | 55.1% | 13.8 | 4.3 | 4.3 | 36.5% | 31.1% | 0.86% | +24.8% | +49.8% | 57.7 | 6.0 |
| SEBLX | $973M | 45 | 34.6% | 6.6 | 2.1 | 2.5 | 36.5% | 38.2% | 1.26% | +18.0% | +36.6% | 52.4 | 6.1 |
| MAIPX | $232M | 73 | 29.1% | 14.7 | 3.9 | 3.8 | 30.1% | 25.9% | 1.66% | +25.4% | +38.8% | 50.7 | 6.1 |
| TRULX | $18.2B | 76 | 39.4% | 13.1 | 3.9 | 4.0 | 34.2% | 30.3% | 1.28% | +21.5% | +40.2% | 58.6 | 6.4 |