Nasdaq - Delayed Quote • USD
Boston Trust Walden SMID Cap (WASMX)
As of 8:06 AM EDT. Market Open.
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23.25 - YTD Return 8.24%
- Expense Ratio 1.00%
- Category Mid-Cap Blend
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 250.99M
- Beta (5Y Monthly) 0.94
- Yield 0.42%
- 5y Average Return --
- Holdings Turnover 23.72%
- Last Dividend 0.10
- Inception Date Jun 28, 2012
The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.
Boston Trust Walden Funds
Fund Family
Mid-Cap Blend
Fund Category
250.99M
Net Assets
2012-06-28
Inception Date
Performance Overview: WASMX
Trailing returns as of 4/25/2024. Category is Mid-Cap Blend.
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Holdings: WASMX
Top 10 Holdings (21.43% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorWASMX
Industrials 28.35%
Technology 18.97%
Financial Services 15.30%
Healthcare 11.42%
Consumer Cyclical 11.21%
Real Estate 7.17%
Consumer Defensive 4.80%
Basic Materials 1.54%
Communication Services 1.23%
Utilities 0.00%
Energy 0.00%
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