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Walden Equity Fund

WSEFX:US
NASDAQ GM
20.30
USD
0.09
0.45%
As of 9:29 AM EDT 5/25/2017
Fund Type
Open-End Fund
52Wk Range
16.97 - 20.30
1 Yr Return
16.06%
YTD Return
7.86%
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Previous Close
20.21
52Wk Range
16.97 - 20.30
1 Yr Return
16.06%
YTD Return
7.86%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/25/2017)
20.3
Total Assets (m USD) (on 05/25/2017)
184.799
Inception Date
06/18/1999
Last Dividend (on 12/08/2016)
0.006048
Dividend Indicated Gross Yield
0.87%
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
50.00 k 7.18 m 3.90
88.00 k 5.80 m 3.15
35.00 k 4.36 m 2.37
81.50 k 4.20 m 2.28
90.00 k 4.01 m 2.18
45.00 k 3.95 m 2.15
4.70 k 3.90 m 2.12
14.00 k 3.48 m 1.89
40.00 k 3.45 m 1.87
28.50 k 3.43 m 1.86
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