Walden Social Balanced
One Beacon Street
Map
Phone: 800-282-8782
| Category: | Moderate Allocation | | Fund Family: | Coventry | | Net Assets: | 32.43M | | Year-to-Date Return: | -6.21% | | Yield: | 1.45% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-99 |
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Stephen Moody
Lead Manager since
18-Jun-99 | | | Moody, senior vice president and chairman of the Social Investment Policy Committee. Prior to joining Boston Trust & Investment Management Co. in 1980, Moody served as research director of the Council on Economic Priorities, and economic consultant to the Shalan Foundation and Natural Resources Defense Council. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth and income. The fund invests in stocks, bonds and money market instruments. It may invest at least 25% of assets in senior fixed-income securities. The fund may also invest at least 25% of assets in equity securities. |
| Last Dividend
(12-Dec-07):
| 0.17 | | Last Cap Gain
(12-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 71.04% |
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| Expense | WSBFX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$356 | $625 | | 5 Yr Expense Projection*: |
$628 | $954 | | 10 Yr Expense Projection*: |
$1,406 | $1,865 |
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1.47% Nasdaq 
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