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Walden Funds (WSEFX)
General Fund Information
Boston Trust and Investment Management Company One Beacon St, Boston, MA 02108
(877) 792-5336www.waldenassetmgmt.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$197.6

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:1.00%
Max. defer. load: 
Max. front load: 
Avg. P/E:24.90
Avg. P/B:6.01
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
Fund seeks long-term growth of capital. Investments of the fund must meet certain social responsibility criteria. The fund will invest no less than 80% of assets in equity securities. It may also invest in fixed-income securities, American Depository Receipts and European Depository Receipts.
Social Issues11/30/17
Shareholder activism:YES
Community investment:P
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/R
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries4.38% 
Cap. Goods & Tech.12.40% 
Consumer Cyclicals9.59% 
Consumer Non-Cyclicals23.32% 
Energy2.44% 
Finance23.23% 
Miscellaneous15.88% 
Transportation6.54% 
Utilities2.22% 
Fund Performance11/30/17
Year to date: 19.29%
Year to date: 19.29%
1 Year: 21.31%
Annualized returns:
3 Year: 9.96%
5 Year: 13.93%
10 Year: 7.83%
Since inception: 6.41%
Inception date: 06/18/99
Bear Market: -16.44%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-0.51
Alpha 5YR:-1.08
Beta 3YR:0.97
Beta 5YR:0.97
R. Squared 3YR:95.95
R. Squared 5YR:95.44
Sharpe 3YR:0.97
Sharpe 5YR:1.46
Std. Dev. 3YR:9.34
Std. Dev. 5YR:9.34
Sectors Pie Chart 
Sector Distribution Chart

 

 
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