Mutual Funds - Profile

Walden Mid Cap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process is designed to highlight companies that demonstrate superior business and financial characteristics.

The research team is using quantitative techniques to identify companies on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

Next, the team looks for companies that offer durable business models, financial stability, prudent capital management, and financial statements that indicate past economic success.

The investment team also considers environmental, social and governance factors when assessing More

Price

  • Last Close
  • $23.17
    +0.15
  • 52 Week HL
  • $24.11 - $19.34
  • Net Assets
  • $126.6 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Stephen J. Amyouny
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-2 % YTD

  • 3 Year
  • 46.62%
  • 5 Year
  • 42.54%
  • Best
  • 29.48%
    2013
  • Worst
  • -3.59%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WAMFX -3%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2% 6.9% -22.7% 14.1% -0.4% 5% 4.4% 2.7% 1.7% 11.9% -
Q2 - 4.7% 13.6% 3.6% 4.9% 3.2% 2.3% -0.1% 2.9% 2.4% -
Q3 - 5% 5.9% 1% 7.3% 2% 1.9% -5.9% -0.1% 6.6% -
Q4 - 5.7% 11.8% -0.6% -12% 7.8% 3% 3.2% 6.4% 6.1% -

Returns +
M

J F M A M J J A S O N D
2022 -2% - - - - - - - - - - -
2021 -1.9% 3.3% 5.5% 4.3% 0.6% -0.1% 2.4% 2.1% 0.5% 0.5% -1.9% 2.9%

Annual
Return

Index Comparison

Alpha

NAV