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Walden Equity Fund

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WSEFX:US
NASDAQ GM
19.01
USD
0.01
0.05%
As of 09:29:30 ET on 07/31/2015.
Fund Type
Open-End Fund
52Wk Range
17.04 - 19.11
1 Yr Return
9.66%
YTD Return
1.82%
Previous Close
19.02
52Wk Range
17.04 - 19.11
1 Yr Return
9.66%
YTD Return
1.82%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/31/2015)
19.01
Total Assets (m USD) (on 07/31/2015)
153.983
Inception Date
06/18/1999
Last Dividend (on 12/11/2014)
0.176165
Dividend Indicated Gross Yield
0.93%
Fund Managers
WILLIAM HARRIS APFEL
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.00%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 36.00 k 4.52 m 2.97
NIKE Inc 33.00 k 3.56 m 2.34
ConocoPhillips 57.00 k 3.50 m 2.30
Microsoft Corp 77.00 k 3.40 m 2.23
Accenture PLC 35.00 k 3.39 m 2.23
PepsiCo Inc 35.00 k 3.27 m 2.15
Time Warner Cable Inc 18.00 k 3.21 m 2.11
T Rowe Price Group Inc 41.00 k 3.19 m 2.09
Express Scripts Holding Co 32.00 k 2.85 m 1.87
WW Grainger Inc 12.00 k 2.84 m 1.87
Profile
Walden Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital growth. The Fund invests, under normal circumstances, at least 80% of its assets in equity securities.
ADDRESS
Walden Mutual Funds
Boston Trust
1 Beacon street, 33rd floor,
Boston, MA 02108
USA
PHONE
1-800-282-8782