2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#129 in Small Growth
U.S. News evaluated 215 Small 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 21.89 percent over the past year, 11.68 percent over the past three years, and 23.80 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock of domestic small cap companies with innovative products and processes. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000 Index at the time of purchase. The fund incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction.
Fees are Above Average compared to funds in the same category.
Walden Small Cap Innovations Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.