WSEFX Fund Portfolio Allocation
General Overview
The fund invests, under normal circumstances, at least 80% 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. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | June 18, 1999 |
WSEFX Latest News
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| Other Identifiers | |
|---|---|
| CIK | 0000882748 |
| ISIN | None |
| CUSIP | None |
| Open | 36.18 |
| Previous Close | 36.33 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 36.18 – 36.18 |
| 52 Week Range | 30.58-38.83 |
| MA (50) | 34.9136 |
| MA (200) | 35.86365 |
| Market Cap | 242.4 Mil. |
| Shares Out. | 6.7 Mil. |
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