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Walden Equity (WSEFX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.68-0.04 (-0.19%)
At close: 8:00PM EDT
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Overall Portfolio Composition (%)

Cash0.86%
Stocks99.14%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector
WSEFX
Basic Materials
2.42%
Consumer Cyclical
10.56%
Financial Services
18.82%
Realestate
0.00%
Consumer Defensive
11.13%
Healthcare
15.98%
Utilities
2.61%
Communication Services
2.61%
Energy
3.08%
Industrials
15.03%
Technology
17.76%

Equity Holdings

AverageWSEFXCategory Average
Price/Earnings20.5519.32
Price/Book3.452.73
Price/Sales2.512.27
Price/Cashflow12.4311.97
Median Market Cap66,555.44109,953.22
3 Year Earnings Growth4.896.09

Bond Holdings

AverageWSEFXCategory Average
MaturityN/A4.3
DurationN/A0.88
Credit QualityN/AN/A

Bond Ratings

SectorWSEFX
US Goverment0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 10 Holdings (24.34% of Total Assets)

Get Quotes for Top Holdings
CompanySymbol% Assets
Apple IncAAPL4.01%
Microsoft CorpMSFT3.32%
Alphabet Inc CGOOG2.45%
Johnson & JohnsonJNJ2.43%
US BancorpUSB2.24%
Oracle CorpORCL2.21%
JPMorgan Chase & CoJPM2.00%
3M CoMMM1.94%
Accenture PLC AACN1.89%
Visa Inc Class AV1.85%