• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.32% Nasdaq Down0.62%

    More On WSEFX


    Walden Equity (WSEFX)

    17.96 Down 0.10(0.55%) Apr 29

    Holdings as of Feb 28, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.55
    Stocks:99.45
    Bonds:0.00
    Other:0.00
    Top 10 Holdings (21.4% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Microsoft CorporationMSFT2.68N/A
    Apple Inc.AAPL2.58N/A
    Nike, Inc. Common StockNKE2.36N/A
    Costco Wholesale CorporationCOST2.05N/A
    Johnson & Johnson Common StockJNJ2.02N/A
    Pepsico, Inc. Common StockPEP2.01N/A
    3M Company Common StockMMM1.93N/A
    W.W. Grainger, Inc. Common StocGWW1.93N/A
    Becton, Dickinson and Company CBDX1.92N/A
    Accenture plc Class A Ordinary ACN1.92N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesWSEFXCategory Avg
    Price/Earnings17.4418.00
    Price/Book3.012.54
    Price/Sales1.841.66
    Price/Cashflow11.159.74
    Median Market Cap45.72K99.08K
    3 Year Earnings Growth6.23%7.12%
    Sector Weightings (%)  
    Sector WSEFXCategory Avg
    Basic Materials
     
    2.083.00
    Consumer Cyclical
     
    12.1112.69
    Financial Services
     
    16.4615.32
    Realestate0.002.00
    Consumer Defensive
     
    12.579.98
    Healthcare
     
    18.6415.35
    Utilities
     
    2.332.58
    Communication Services
     
    2.324.21
    Energy
     
    3.106.15
    Industrials
     
    13.9011.63
    Technology
     
    16.5117.08
    Bond Ratings (%)  
    SectorWSEFXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A38.49
    AAN/A9.81
    AN/A13.61
    BBBN/A19.43
    BBN/A4.16
    BN/A13.27
    BELOW BN/A0.92
    OTHERN/A0.28
    Bond Holdings 
    AveragesWSEFXCategory Avg
    MaturityN/A2.96
    DurationN/A1.63
    Credit QualityN/ABelowB