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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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24.380 -0.180 -0.73%

07/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 338.95M

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WASMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Walden SMID Cap Fund (WASMX) fund. Our Walden SMID Cap Fund 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	0.640	0.640	0.000
Shares	99.360	99.360	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.464	17.908
Price to Book	3.517	2.469
Price to Sales	2.483	1.573
Price to Cash Flow	14.685	10.726
Dividend Yield	1.403	1.464
5 Years Earnings Growth	7.623	11.258

Sector Allocation

Name	Net %	Category Average
Industrials	27.640	19.444
Technology	19.170	16.122
Financial Services	16.830	16.537
Healthcare	11.480	9.746
Consumer Cyclical	8.860	12.967
Real Estate	6.820	6.969
Consumer Defensive	5.970	4.544
Basic Materials	1.790	4.626
Communication Services	1.430	2.894

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 90

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Applied Industrial Technologies	US03820C1053	2.67	255.19	+0.97%
Qualys	US74758T3032	2.33	129.20	+1.21%
Allegion PLC	IE00BFRT3W74	2.26	178.27	+0.70%
Cullen/Frost Bankers	US2298991090	2.19	127.47	+0.03%
Topbuild Corp	US89055F1030	2.16	436.17	+10.08%
Cincinnati Financial	US1720621010	2.07	165.55	-0.08%
BJs Wholesale Club	US05550J1016	2.04	89.15	-0.87%
Hubbell	US4435106079	2.03	419.67	+1.63%
SEI	US7841171033	2.01	84.60	-0.17%
Cboe Global	US12503M1080	2.01	241.26	+0.15%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.28B	-1.94	7.82	10.03
Boston Trust SMID Cap Fund	752.14M	1.73	9.15	10.28
Boston Trust Asset Management	569.28M	5.42	9.79	9.31
Boston Trust Midcap Fund	242.61M	-1.19	4.90	9.19
Walden Equity	221.02M	-6.52	5.77	9.99

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Recent Quotes

Name	Price	Chg.	Chg. %
Walden SMID Cap F.	24.380	-0.180	-0.73%
iShares MSCI EAFE.	51.68	+0.23	+0.45%
329020	11	0	0.00%
Raiffeisen Compar.	12.663	-0.007	-0.06%
2404	875.00	-11.00	-1.24%
BNY Mellon Austri.	2,683.67	0.00	0.00%
QBAT	0.50	0.00	0.00%
Vontobel Fund - C.	140.180	+0.390	+0.28%