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Boston Trust Walden SMID Cap (WASMX)

27.85 +0.45 (+1.64%)
At close: November 2 at 6:28:59 PM EST
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  • Previous Close 27.40
  • YTD Return 6.61%
  • Expense Ratio 1.00%
  • Category Mid-Cap Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 288.99M
  • Beta (5Y Monthly) 0.85
  • Yield 0.38%
  • 5y Average Return --
  • Holdings Turnover 24.36%
  • 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) risks and opportunities may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Boston Trust Walden Funds

Fund Family

Mid-Cap Blend

Fund Category

288.99M

Net Assets

2012-06-28

Inception Date

Performance Overview

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

YTD Return

WASMX
6.61%
Category
17.04%

1-Year Return

WASMX
7.17%
Category
50.44%

3-Year Return

WASMX
10.19%
Category
13.15%

5-Year Return

WASMX
5.52%
Category
13.75%

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