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Walden Small Cap Innovations (WASOX)

On Feb 10: 12.91 USD  Up 0.15 (1.18%)  
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 WALDEN SMALL CAP INNOVATIONS FU Delayed quote dataEdit
Net Asset Value:12.91
Trade Time:Feb 10
Change:Up 0.15 (1.18%)
Prev Close:12.91
YTD Return*:22.53%
Net Assets*:15.05M
Yield*:0.10%
* As of 30-Nov-09
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 FUND BASICS30-Nov-09
Morningstar Overall Rating:N/A
Total Assets:15.05M
Category:Small Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:22.53%
5y Avg Return:N/A
Rank in Category (ytd):463
% Rank in Category (ytd):58.91%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund primarily invests at least 80% of assets in a diversified portfolio of equity securities of small cap companies. The Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000 Index at the time of purchase. As of May 31, 2009, the market capitalization range of the Russell 2000 Index was between $78 million and $3.2 billion.
Fund Profile


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