Mutual Funds - Profile

Walden International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on stocks of higher-quality companies that are trading at reasonable valuations.

The team believes higher quality companies demonstrate financial stability, prudent capital management, and financial statements that indicate economic success.

In addition, the team evaluates companies on the basis of business stability, profitability, balance sheet More

Price

  • Last Close
  • $13.42
    +0.13
  • 52 Week HL
  • $13.85 - $11.97
  • Net Assets
  • $60.7 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • William H. Apfel
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 27.21%
  • 5 Year
  • 39.11%
  • Best
  • 19.92%
    2017
  • Worst
  • -10.17%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WIEFX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.8% 2.4% -18.5% 9% -1.5% 6.2% -0.1% - - - -
Q2 - 6.4% 12.4% 2.9% 1% 5.9% -0.6% -1% - - -
Q3 - 3.8% 5.1% - 3.1% 3.3% 4.4% -7.8% - - -
Q4 - 3.2% 10.1% 5% -11.4% 3.4% -3% 4.1% - - -

Returns +
M

J F M A M J J A S O N D
2022 -1.8% - - - - - - - - - - -
2021 -1.1% 1.3% 2.2% 2.9% 4.1% -0.7% 0.8% 1.8% 1.2% -0.9% -3.5% 3.2%

Annual
Return

Index Comparison

Alpha

NAV