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Boston Trust Walden Midcap (WAMFX)

25.91 +0.34 (+1.33%)
At close: 8:03:59 PM EST
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  • Previous Close 25.57
  • YTD Return 6.54%
  • Expense Ratio 1.00%
  • Category Mid-Cap Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Net Assets 154.5M
  • Beta (5Y Monthly) 0.76
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 33.06%
  • Last Dividend 0.14
  • Inception Date Aug 1, 2011

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of mid cap companies. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap® 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

154.5M

Net Assets

2011-08-01

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Mid-Cap Blend.

YTD Return

WAMFX
6.54%
Category
17.04%

1-Year Return

WAMFX
6.43%
Category
50.44%

3-Year Return

WAMFX
11.01%
Category
13.15%

5-Year Return

WAMFX
6.98%
Category
13.75%

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