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Boston Trust Walden International EqWIEFX

Performance (before sales charge)

As of 03/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2024
Stock
0.00%
Non-U.S. Stock
98.98%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.02%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2024

Basic materials

6.95%

Consumer cyclical

13.11%

Financial services

20.03%

Real estate

1.66%

Consumer defensive

8.91%

Health care

10.94%

Utilities

3.04%

Communication services

3.58%

Energy

6.22%

Industrials

15.72%

Technology

8.83%

Top 10 holdings

As of 03/31/2024

Toyota Motor Corp
3.36%
Nestle SA
3.20%
Novo Nordisk A/S Class B
2.69%
Royal Bank of Canada
2.55%
Schneider Electric SE
2.54%
Air Liquide SA
2.32%
Unilever PLC
2.25%
ASML Holding NV
2.22%
Roche Holding AG
2.15%
Compagnie Financiere Richemont SA Class A
2.14%
Fund assets

$143.44 Million

Share class

Other

Morningstar category

Foreign Large Blend

Expense ratio

0.93%

Investment objective

Growth

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