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Walden Small Cap Fund (WASOX)

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Walden Small Cap historical data, for real-time data please try another search

14.54 -0.35 -2.35%

03/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 108.42M

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WASOX Holdings

Comprehensive information about top holdings and Key Holding Information for the Walden Small Cap (WASOX) fund. Our Walden Small Cap portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.15	1.15	0.00
Shares	98.85	98.85	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.55	15.25
Price to Book	2.59	1.87
Price to Sales	1.72	1.24
Price to Cash Flow	10.44	8.39
Dividend Yield	1.98	1.54
5 Years Earnings Growth	7.95	11.78

Sector Allocation

Name	Net %	Category Average
Industrials	20.08	19.19
Financial Services	18.32	17.89
Healthcare	14.30	12.03
Consumer Cyclical	14.08	12.05
Technology	12.06	14.38
Real Estate	6.91	6.72
Utilities	5.09	3.08
Consumer Defensive	3.96	4.54
Basic Materials	2.45	4.88
Energy	1.87	4.92
Communication Services	0.88	2.34

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 85

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Choice Hotels International Inc	-	2.03	-	-
UniFirst Corp	-	2.03	-	-
Chemed Corp	-	1.93	-	-
Applied Industrial Technologies Inc	-	1.80	-	-
Cantel Medical Corp	-	1.76	-	-
CSG Systems International Inc	-	1.76	-	-
Hill-Rom Holdings Inc	-	1.74	-	-
Highwoods Properties Inc	-	1.71	-	-
Franklin Electric Co Inc	-	1.69	-	-
Donaldson Co Inc	-	1.67	-	-

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.3B	-7.60	5.00	8.81
Boston Trust SMID Cap Fund	757.77M	-5.38	5.28	8.98
Boston Trust Asset Management	538.5M	-2.99	5.91	8.09
Walden SMID Cap Fund	301.69M	-5.47	6.16	8.86
Walden Equity	235.42M	0.76	6.75	10.69

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Recent Quotes

Name	Price	Chg.	Chg. %
Walden Small Cap	14.54	-0.35	-2.35%
BNP Paribas Funds.	196.370	-0.290	-0.15%
UBS Global Emergi.	141.560	-0.380	-0.27%