See what your fund actually adds

Boston Trust Walden Equity Fund WSEFX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

WSEFX compared with its replication portfolio
MeasureWSEFXReplication
Annualized growth8.7%12.5%
Annualized volatility14.9%15.5%
Sharpe ratio0.630.84
Maximum drawdown21.6%23.4%
Replication fit (R²)0.94 · Tracking error 3.7%

Replication portfolio

The published portfolio below is the investable basket used to model WSEFX’s historical return behavior.

WSEFX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap53.5%
VUGStyle · Growth13.4%
SPHQFactor · Quality12.7%
SCHDFactor · Dividend11.1%
XLVSector · Healthcare9.3%