Walden Asset Management Fund

Class No Load (WSBFX)
Scorecard
3 / 5 Stars
Lipper
2 2 3 4 5
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 6.26 6.26
Stocks 70.13 70.13
Bonds 16.24 16.24
Other 0.0 0.0
Foreign Bonds 0.75 0.75
Foreign Stocks 6.62 6.62
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 05.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 05.31.2014

Ticker YTD Return % % Net Assets
ConocoPhillips COP 23.84 1.98
Apple Inc AAPL 17.82 1.88
US Treasury TIP 1.25% --- --- 1.84
Illinois Tool Works Inc ITW 4.91 1.82
FHLMC 2.375% --- --- 1.73
T. Rowe Price Group Inc TROW 2.59 1.71
Nike Inc Class B NKE -0.2 1.71
Emerson Electric Co EMR -3.95 1.65
Microsoft Corp MSFT 13.42 1.57
PepsiCo Inc PEP 8.94 1.53

See Also:

Top Boston Trust & Walden Funds Funds