Walden Equity Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.72 0.72
Stocks 89.81 89.81
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 9.47 9.47
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 2.34
T. Rowe Price Group Inc TROW 2.59 2.28
Apple Inc AAPL 17.82 2.26
Microsoft Corp MSFT 13.42 2.26
Nike Inc Class B NKE -0.2 2.05
W W Grainger Inc GWW -0.64 2.02
PepsiCo Inc PEP 8.94 2.01
Colgate-Palmolive Co CL 6.09 1.96
Becton Dickinson & Co BDX 9.39 1.91
Procter & Gamble Co PG -1.09 1.89

See Also:

Top Boston Trust & Walden Funds Funds