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Walden Equity (WSEFX)

18.96 Down 0.01(0.05%) Sep 15

Profile as of Aug 30, 2014Get Profile for:
Walden Equity
Coventry Group LimitedOne Beacon Street
Map
Phone: 800-282-8782
Fund Overview 
Category:Large Growth
Fund Family:Boston Trust & Walden Funds
Net Assets:149.89M
Year-to-Date Return:5.73%
Yield:0.81%
Morningstar Rating:3 stars
Fund Inception Date:Jun 18, 1999
Morningstar Style Box 
Large Growth
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Management Information 
William H. Apfel
Lead Manager since Aug 1, 2010
Mr. Apfel is Executive Vice President, a Director of Boston Trust and a Portfolio Manager. As the Managing Director of Walden Asset Management, a division of Boston Trust, he oversees the integration of ESG research into the investment process, as well as Walden’s shareholder advocacy initiatives. Mr. Apfel is also Chair of the Investment Committee and the Director of Securities Research, in which capacity he oversees all equity and fixed income research activity. He is responsible for research and analysis in the consumer staples sector and the insurance industry. He is also a member of the Portfolio Strategy and Walden’s Research & Engagement Committees.
Investment Information 
Min Initial Investment:100,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:1,000
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
WSEFX can be purchased from 43 brokerages.

Fund Summary 
The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction.

Fund Operations 
Last Dividend (Dec 17, 2013) : 0.15
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 14, 2014) : 12.33%
Average for Category:46.51%
Fees & Expenses 
ExpenseWSEFXCategory Avg
Annual Report Expense Ratio (net):1.00%1.20%
Prospectus Net Expense Ratio:1.00%N/A
Prospectus Gross Expense Ratio:1.08%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.29%
3 Yr Expense Projection*:336545
5 Yr Expense Projection*:588864
10 Yr Expense Projection*:1,3101,740
* Per $10,000 invested