Walden Equity
Coventry Group LimitedOne Beacon Street
Map
Phone: 800-282-8782
| Category: | Large Growth | | Fund Family: | Boston Trust & Walden Funds | | Net Assets: | 124.22M | | Year-to-Date Return: | 6.63% | | Yield: | 1.03% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 17, 1999 |
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William H. Apfel
Lead Manager since Jul 31, 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 Waldenâs 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 Waldenâs Research & Engagement Committees. |
| 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 |
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| 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 and preferred 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. |
| Last Dividend
(Dec 30, 2012)
:
| 0.02 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 11.06% | | Average for Category: | 61.12% |
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| Expense | WSEFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.00% | 1.24% | | Prospectus Net Expense Ratio: | 1.00% | N/A | | Prospectus Gross Expense Ratio: | 1.16% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 353 | 579 | | 5 Yr Expense Projection*: | 623 | 913 | | 10 Yr Expense Projection*: | 1,395 | 1,832 |
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0.01(0.06%) May 24