Walden Midcap Fund

Class No Load (WAMFX)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.12 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 21.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities of domestic midcap companies, such as common and preferred stock. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction.

Fees

Fees are Low compared to funds in the same category.
Walden Midcap Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Boston Trust & Walden Funds Funds