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    Walden Equity (WSEFX)

    18.44 Up 0.02(0.11%) Mar 27

    Profile as of Feb 27, 2015Get Profile for:
    Walden Equity
    Phone: 800-282-8782
    Fund Overview 
    Category:Large Growth
    Fund Family:Boston Trust & Walden Funds
    Net Assets:159.34M
    Year-to-Date Return:1.23%
    Morningstar Rating:2 stars
    Fund Inception Date:Jun 18, 1999
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    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 44 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 10, 2014) : 0.18
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 25, 2015) : 12.33%
    Average for Category:60.81%
    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/A5.44%
    Max Deferred Sales Load: N/A2.19%
    3 Yr Expense Projection*:336527
    5 Yr Expense Projection*:588832
    10 Yr Expense Projection*:1,3101,682
    * Per $10,000 invested