Walden Funds (WSEFX)
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General Fund Information
Walden Funds
Boston Trust and Investment Management Company One Beacon St,
Boston MA 02108
(877) 792-5336
www.waldenassetmgmt.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$205.1

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:1.00%
Max. defer. load: 
Max. front load: 
Avg. P/E:23.64
Avg. P/B:6.23
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
Fund seeks long-term growth of capital. Investments of the fund must meet certain social responsibility criteria. The fund will invest no less than 80% of assets in equity securities. It may also invest in fixed-income securities, American Depository Receipts and European Depository Receipts.
Social Issues06/30/18
Shareholder activism:YES
Community investment:P
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/R
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance06/30/18
  Fund Return Percentile Rank *
Year to date: 1.76% 14
1 Year: 13.09% 12
Annualized returns:
3 Year: 11.33% 7
5 Year: 11.59% 18
10 Year: 8.94% 27
Since inception: 6.38% 64
Inception date: 06/18/99  
Bear Market: -16.44%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics06/30/18
Alpha 3YR:0.07
Alpha 5YR:-1.14
Beta 3YR:0.94
Beta 5YR:0.96
R. Squared 3YR:96.59
R. Squared 5YR:96.00
Sharpe 3YR:1.10
Sharpe 5YR:1.16
Std. Dev. 3YR:9.58
Std. Dev. 5YR:9.58
Sector Distribution 
Basic Industries4.38% 
Cap. Goods & Tech.12.40% 
Consumer Cyclicals9.59% 
Consumer Non-Cyclicals23.32% 
Energy2.44% 
Finance23.23% 
Miscellaneous15.88% 
Transportation6.54% 
Utilities2.22%