2 / 5 Stars
2 2 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#327 in Large Growth
U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.51 percent over the past year, 11.65 percent over the past three years, 20.59 percent over the past five years, and 6.66 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||6.7%|
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 are Average compared to funds in the same category.
Walden Equity Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.