MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
|
|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, October 22, 2007 Walden Cracks the OneSource Code Walden Asset Management has put its Walden Social Equity Fund on Schwab's OneSource platform. Walden Asset Management, is a division of Boston Trust and Investment Management Company. Walden Asset Management is pleased to announce that the Walden Social Equity Fund is now available through the Schwab Mutual Fund OneSource trading platform, the industry's first no-load, no-transaction fee mutual fund supermarket. Walden has been a leader in socially responsive investing since 1975, managing clients' assets to help meet their financial, social and environmental investment objectives. Walden's equity investment discipline focuses on sustainable businesses: those with the potential to operate successfully over the long term. As such, Walden seeks companies committed to fostering the human and natural resources essential to ongoing business success. Walden actively promotes continuous improvement in sustainable business practices through its shareholder advocacy program. Walden's engagement has led to improved corporate policies and practices on a range of issues, including climate change, vendor standards, human rights, workplace equality, corporate governance and public reporting. The Schwab Mutual Fund OneSource trading platform enables purchases and sales of the Walden Social Equity Fund to be effected quickly and easily through an electronic clearing system. It also allows clients and advisors to include the Fund in their accounts at Schwab, which simplifies portfolio management, tracking and reporting. The Walden Social Equity Fund considers environmental, social, and governance matters to be integral to investment decision-making and enduring shareholder value. Walden Asset Management, a division of Boston Trust and Investment Management Company, seeks long term growth of capital through diversified portfolios of common stocks that have demonstrated consistent earnings growth, possess strong balance sheets, high quality earnings and competitive industry positions. Since its inception in June of 1999, the Walden Social Equity Fund has outperformed the Standard & Poor's 500 by more than 17% on a cumulative basis. As of September 30, 2007 the Walden Social Equity Fund returned 15.56%, 12.61% and 4.79% annualized for the 1, 5 and since inception time period. The Fund has much lower volatility than the Standard & Poor's 500, as evidenced by its beta of less than 0.8.* * Beta is a quantitative measure of the volatility of the mutual fund relative to the overall market (S& P 500). A beta above 1 is more volatile than the market while a beta below 1 is less volatile. Performance represents Fund shares indicated at NAV. Fund has no sales charge and the gross expense ratio of 1.15%. The Adviser annually executes an expense limitation agreement and Fund net expenses are currently (and have historically been) limited to 1.00%. Past performance does not guarantee future results. The performance data quoted represents past performance; current returns may be lower or higher. The investment return and net asset value will fluctuate so that an investor's shares, when redeemed may be worth more or less than the original cost. To obtain performance information current to the most recent month end, please call 1-800-282-8782 ext. 7089. *After all expenses at an annual rate of 1%, the Adviser's expense limitation. ** The S&P 500 Index is a broad market capitalization-weighted average of U.S. companies. Investors cannot invest directly in an index. The index returns do not reflect the deduction of fees and expenses associated with a mutual fund or the impact of taxes. ***Data calculated for the S&P 500 Index was calculated based on the closest calendar date to the Fund inception available for the Index. The value of the Fund's shares are subject to loss primarily related to stock market risk, interest rate risk and credit risk. Shares of the fund are not deposits or obligations of BostonTrust Investment Management ("BTIM") or BostonTrust or any Bank and are not insured by the FDIC, Federal Reserve Board or any agency. An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-282-8782 xt. 7050 (or visit www.btim.com). Please read the prospectus carefully before investing. Distributed by Foreside Distribution Services, L.P. Printed from: MFWire.com/story.asp?s=16177 Copyright 2007, InvestmentWires, Inc. All Rights Reserved |