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Walden Equity Fund

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WSEFX:US
NASDAQ GM
16.27
USD
0.32
2.01%
As of 9:29 AM EST on 2/12/2016.
Fund Type
Open-End Fund
52Wk Range
15.95 - 18.22
1 Yr Return
-7.34%
YTD Return
-6.49%
Previous Close
15.95
52Wk Range
15.95 - 18.22
1 Yr Return
-6.90%
YTD Return
-6.49%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/12/2016)
16.27
Total Assets (m USD) (on 02/12/2016)
143.011
Inception Date
06/18/1999
Last Dividend (on 12/10/2015)
0.236669
Dividend Indicated Gross Yield
1.45%
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
NIKE Inc 66.00 k 4.06 m 2.88
Apple Inc 36.00 k 3.97 m 2.82
Accenture PLC 35.00 k 3.44 m 2.44
Microsoft Corp 77.00 k 3.41 m 2.42
ConocoPhillips 65.00 k 3.12 m 2.21
PepsiCo Inc 32.00 k 3.02 m 2.14
Costco Wholesale Corp 20.00 k 2.89 m 2.05
Time Warner Cable Inc 16.00 k 2.87 m 2.04
T Rowe Price Group Inc 41.00 k 2.85 m 2.02
Cincinnati Financial Corp 50.00 k 2.69 m 1.91
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