Walden Equity Financials
| WSEFX Fund | USD 38.59 0.02 0.05% |
Walden |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Walden Equity Fund Summary
Walden Equity competes with Walden Asset, Calvert Us, Calvert Equity, Appleseed Fund, and Pax Esg. The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates how financially material environmental, social, and governance factors may affect a companys revenues, expenses, assets, liabilities, and overall risk.Specialization | Large Blend, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1011561073 |
| Business Address | BOSTON TRUST WALDEN |
| Mutual Fund Family | Boston Trust Walden Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 282 8782 |
| Currency | USD - US Dollar |
Walden Equity Key Financial Ratios
Walden Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Equity's current stock value. Our valuation model uses many indicators to compare Walden Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Equity competition to find correlations between indicators driving Walden Equity's intrinsic value. More Info.Walden Equity Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walden Equity Fund is roughly 5.61 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Walden Equity's earnings, one of the primary drivers of an investment's value.Walden Equity Systematic Risk
Walden Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Walden Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Walden Equity correlated with the market. If Beta is less than 0 Walden Equity generally moves in the opposite direction as compared to the market. If Walden Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Walden Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Walden Equity is generally in the same direction as the market. If Beta > 1 Walden Equity moves generally in the same direction as, but more than the movement of the benchmark.
Walden Equity November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Walden Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Walden Equity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Walden Equity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Walden Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Walden Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6609 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 0.806 |
Other Information on Investing in Walden Mutual Fund
Walden Equity financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Equity security.
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| Fundamental Analysis View fundamental data based on most recent published financial statements |