Walden SMID Cap Innovations Fund

Class Other (WASMX)

U.S. News evaluated 219 Small 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 19.12 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.4%
1 Year 19.1%
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 small to middle ("mid") capitalization companies. The fund invests at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stocks of domestic small and mid cap companies. For these purposes, the Adviser defines small to mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500 Index. The fund incorporates comprehensive written environmental, social and governance (ESG) guidelines in the selection of individual securities and in portfolio construction.

Fees

Fees are Above Average compared to funds in the same category.
Walden SMID Cap Innovations 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