Walden Social Equity
One Beacon Street
Map
Phone: 800-282-8782
| Category: | Large Blend | | Fund Family: | Coventry | | Net Assets: | 64.26M | | Year-to-Date Return: | -6.09% | | Yield: | 0.59% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-99 |
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Robert A. Lincoln
Lead Manager since
18-Jun-99 | | | Lincoln is a senior vice president with Boston Trust & Investment Management Co., his employer since 1984. Previously, he spent nine years with Charles River Associates, where he served as a vice president. Lincoln focuses on above-average companies at average prices, seeking return both from earnings growth and improvement of price earnings ratio. |
| 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 growth of capital. The fund invests at least 80% of assets in equity securities. |
| Last Dividend
(12-Dec-07):
| 0.08 | | Last Cap Gain
(12-Dec-07):
| 0.34 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 71.30% |
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| Expense | WSEFX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$357 | $577 | | 5 Yr Expense Projection*: |
$632 | $877 | | 10 Yr Expense Projection*: |
$1,416 | $1,739 |
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1.49% Nasdaq 
0.27%
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