Walden International Equity (WIEFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Walden International Equity
BOSTON MA 43229
100 SUMMER STREET
BOSTON TRUST & WALDEN FUNDS
617-814-1215
Management information
,Lead manager since 30 April 2024
https://www.bostontrustwalden.com/people/aaron-john-ziulkowski-cfa/
Aaron provides primary research and analysis for the firm’s equity strategies. He is also a Portfolio Manager on the Boston Trust Walden International Large Cap strategy.
As Manager of ESG Integration, Aaron develops and refines environmental, social, and governance (ESG) integration tools and methodologies utilized by all investment strategies across the firm. He is a member of the Active Ownership, ESG Research & Engagement, and ESG Integration Committees.
Aaron began his career in 2003 and joined Boston Trust Walden in 2013. Previously, he worked at Ceres where he was responsible for multi-stakeholder dialogues with companies in the energy, technology, and transportation sectors. Before joining Ceres, he worked for Pact, Inc., where he was responsible for helping build a program focused on responsible business practices in developing countries. Among other efforts, he helped develop a program addressing conflict minerals in the Democratic Republic of the Congo.
Aaron earned an MA in Latin American Studies from the George Washington University and a BA magna cum laude from Westmont College. He holds the Chartered Financial Analyst® designation and Fundamentals of Sustainability Accounting (FSA) Credential, and is a member of the CFA Society Boston and the CFA Institute. He is also a member of the Investment Committee of the Mennonite Education Agency.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyBoston Trust Walden Funds
Net assets164.06M
YTD return6.18%
Yield1.50%
Morningstar rating★★★★
Inception date8 Jun 2015
Fund operations
Last dividend0.21
Last cap gain15.00
Holdings turnover23.46%
Average for categoryN/A
Fees and expenses
ExpenseWIEFXCategory average
Annual report expense ratio (net)0.91%0.92%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio0.91%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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