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Walden SMID Cap Fund

WASMX:US
NASDAQ GM
14.98
USD
0.02
0.13%
As of 9:29 AM EDT 3/22/2017
Fund Type
Open-End Fund
52Wk Range
12.32 - 15.52
1 Yr Return
20.42%
YTD Return
2.60%
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Previous Close
14.96
52Wk Range
12.32 - 15.52
1 Yr Return
19.05%
YTD Return
2.60%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 03/22/2017)
14.98
Total Assets (m USD) (on 03/22/2017)
39.777
Inception Date
06/28/2012
Last Dividend (on 12/08/2016)
0.136459
Dividend Indicated Gross Yield
0.91%
Fund Managers
KENNETH P SCOTT / HEIDI H VANNI
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
985.22 k 985.22 k 2.55
6.80 k 671.23 k 1.73
3.70 k 635.14 k 1.64
12.10 k 615.04 k 1.59
4.00 k 578.88 k 1.50
5.40 k 578.61 k 1.49
6.40 k 567.62 k 1.47
3.70 k 555.74 k 1.44
8.50 k 543.66 k 1.40
12.60 k 527.69 k 1.36
Profile
Walden SMID Cap Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital growth. The Fund invests in equity securities, such as common and preferred stocks of domestic and foreign small and mid cap companies with innovative products and processes.
Address
Walden Mutual Funds
Boston Trust
1 Beacon street, 33rd floor,
Boston, MA 02108
USA
Phone
1-800-282-8782