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Walden Funds (WSEFX)
General Fund Information
Boston Trust and Investment Management Company One Beacon St, Boston, MA 02108
Category:Domestic Equity Funds
Assets: ($ millions)$213.4

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:23.57
Avg. P/B:6.54
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 Issues07/31/18
Shareholder activism:YES
Community investment:P
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/R

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% 
Fund Performance07/31/18
Year to date: 6.15%
Year to date: 6.15%
1 Year: 16.89%
Annualized returns:
3 Year: 11.89%
5 Year: 11.66%
10 Year: 9.53%
Since inception: 6.58%
Inception date: 06/18/99
Bear Market: -16.44%
Bear Market Period:     —    
MPT Statistics07/31/18
Alpha 3YR:0.04
Alpha 5YR:-0.96
Beta 3YR:0.95
Beta 5YR:0.97
R. Squared 3YR:96.67
R. Squared 5YR:96.02
Sharpe 3YR:1.13
Sharpe 5YR:1.16
Std. Dev. 3YR:9.60
Std. Dev. 5YR:9.60
Sectors Pie Chart 
Sector Distribution Chart


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