| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
5
4
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#198 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Boston Trust & Walden Funds funds
Performance
The fund has returned 21.72 percent over the past year, 14.50 percent over the past three years, 5.17 percent over the past five years, and 7.28 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.6% |
| 1 Year | 21.7% |
| 3 Years (Annualized) | 14.5% |
| 5 Years (Annualized) | 5.2% |
| 10 Years (Annualized) | 7.3% |
Summary
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.
Fees
Fees are High compared to funds in the same category.
Walden Equity Fund has an expense ratio of 1.00 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
