Walden Equity Fund Quote
| WSEFX Fund | USD 34.72 0.12 0.34% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Walden Equity is trading at 34.72 as of the 26th of April 2024; that is -0.34 percent decrease since the beginning of the trading day. The fund's open price was 34.84. 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. Equity ratings for Walden Equity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of March 2024 and ending today, the 26th of April 2024. 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. It may invest in companies of any size, but generally focuses on large capitalization companies. More on Walden Equity Fund
Moving together with Walden Mutual Fund
| 0.96 | WSBFX | Walden Asset Management | PairCorr |
| 0.99 | BTBFX | Boston Trust Asset | PairCorr |
| 0.89 | BTMFX | Boston Trust Midcap | PairCorr |
| 0.88 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.87 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.88 | VTSMX | Vanguard Total Stock | PairCorr |
Walden Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Walden Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Walden Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Boston Trust Walden Funds, Large Blend Funds, Large Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Walden Equity Fund [WSEFX] is traded in USA and was established 26th of April 2024. 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 0.76% with the current yeild of 0.01%, while the total return for the last 3 years was 5.49%.
Check Walden Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walden Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walden Equity Fund Mutual Fund Constituents
| TFC | Truist Financial Corp | Stock | Financials |
| JNJ | Johnson Johnson | Stock | Health Care |
| ADP | Automatic Data Processing | Stock | Industrials |
| MMM | 3M Company | Stock | Industrials |
| JPM | JPMorgan Chase Co | Stock | Financials |
| V | Visa Class A | Stock | Financials |
| USB | US Bancorp | Stock | Financials |
Walden Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Walden Equity jumping above the current price in 90 days from now is about 78.81%. The Walden Equity Fund probability density function shows the probability of Walden Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Walden Equity has a beta of 0.8598. This entails Walden Equity Fund market returns are sensitive to returns on the market. As the market goes up or down, Walden Equity is expected to follow. Additionally, walden Equity Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Walden Equity to move above the current price in 90 days from now is about 78.81 (This Walden Equity Fund probability density function shows the probability of Walden Mutual Fund to fall within a particular range of prices over 90 days) .
Walden Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Walden Equity market risk premium is the additional return an investor will receive from holding Walden Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Walden Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Walden Equity's alpha and beta are two of the key measurements used to evaluate Walden Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4853 | |||
| Semi Deviation | 0.6725 | |||
| Standard Deviation | 0.6196 | |||
| Variance | 0.3839 |
Walden Equity Against Markets
Picking the right benchmark for Walden Equity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Walden Equity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Walden Equity is critical whether you are bullish or bearish towards Walden Equity Fund at a given time. Please also check how Walden Equity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Walden Equity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
| All Next | Launch Module |
How to buy Walden Mutual Fund?
Before investing in Walden Equity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Walden Equity. To buy Walden Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Walden Equity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Walden Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Walden Equity Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Walden Equity Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Walden Equity Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Walden Equity Fund?
The danger of trading Walden Equity Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Walden Equity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Walden Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Walden Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Walden Equity Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Walden Equity information on this page should be used as a complementary analysis to other Walden Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.