Walden Social Balanced
One Beacon Street
Map
Phone: 800-282-8782
| Category: | Moderate Allocation | | Fund Family: | Coventry | | Net Assets: | 36.92M | | Year-to-Date Return: | 13.87% | | Yield: | 1.98% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-99 |
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Stephen Moody
Lead Manager since
18-Jun-99 | | | Moody, senior vice president and chairman of the Social Investment Policy Committee. Prior to joining Boston Trust & Investment Management Co. in 1980, Moody served as research director of the Council on Economic Priorities, and economic consultant to the Shalan Foundation and Natural Resources Defense Council. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth and income. The fund invests in stocks, bonds and money market instruments. It invests at least 25% of assets in senior fixed-income securities. The fund also invests at least 25% of assets in equity securities. It invests in the following types of equity securities: common stocks, preferred stocks, securities convertible or exchangeable into common stocks, warrants and any rights to purchase common stocks. |
| Last Dividend
(10-Dec-09):
| 0.13 | | Last Cap Gain
(11-Dec-08):
| 0.13 | | Annual Holdings Turnover
| 71.27% | | Average for Category:
| 82.83% |
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| Expense | WSBFX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.20% Nasdaq 
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