Walden Social Equity
One Beacon Street
Map
Phone: 800-282-8782
| Category: | Large Growth | | Fund Family: | Coventry | | Net Assets: | 66.47M | | Year-to-Date Return: | 22.28% | | Yield: | 0.87% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-99 |
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Robert A. Lincoln
Lead Manager since
18-Jun-99 | | | Lincoln is a senior vice president with Boston Trust & Investment Management Co., his employer since 1984. Previously, he spent nine years with Charles River Associates, where he served as a vice president. Lincoln focuses on above-average companies at average prices, seeking return both from earnings growth and improvement of price/earnings ratio. |
| 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 growth of capital. The fund invests at least 80% 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. The fund may invest in fixed income securities consisting of corporate notes, bonds and debentures that are rated investment grade at the time of purchase. |
| Last Dividend
(10-Dec-09):
| 0.14 | | Last Cap Gain
(11-Dec-08):
| 0.09 | | Annual Holdings Turnover
| 40.07% | | Average for Category:
| 112.30% |
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| Expense | WSEFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.28% Nasdaq 0.00%
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