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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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24.110 -0.230 -0.94%

11/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 310.95M

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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	0.900	0.900	0.000
Shares	99.100	99.100	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.129	17.085
Price to Book	3.299	2.412
Price to Sales	2.291	1.531
Price to Cash Flow	14.104	10.642
Dividend Yield	1.490	1.510
5 Years Earnings Growth	7.068	11.808

Sector Allocation

Name	Net %	Category Average
Industrials	25.760	18.712
Financial Services	18.580	16.879
Technology	18.180	15.686
Healthcare	12.710	10.168
Consumer Cyclical	10.340	12.836
Consumer Defensive	6.760	4.502
Real Estate	6.260	7.217
Basic Materials	1.420	4.751

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 91

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Applied Industrial Technologies	US03820C1053	2.63	230.19	-1.51%
BJs Wholesale Club	US05550J1016	2.40	108.72	-0.47%
Allegion PLC	IE00BFRT3W74	2.32	137.94	-1.24%
SEI	US7841171033	2.32	83.13	-1.29%
Qualys	US74758T3032	2.31	140.01	-1.21%
Chemed	US16359R1032	2.27	548.86	-0.90%
Cullen/Frost Bankers	US2298991090	2.12	127.79	-1.05%
FactSet Research	US3030751057	2.09	423.38	-0.52%
Paycom Soft	US70432V1026	2.06	251.80	-0.91%
AptarGroup	US0383361039	2.06	151.92	-0.40%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.34B	-7.60	5.00	8.81
Boston Trust SMID Cap Fund	773.84M	-5.38	5.28	8.98
Boston Trust Asset Management	550.36M	-2.99	5.91	8.09
Boston Trust Midcap Fund	236.55M	-1.19	4.90	9.19
Walden Equity	241.02M	-6.52	5.77	9.99

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden SMID Cap F.	24.110	-0.230	-0.94%
	Danske Invest Dan.	274.730	+1.180	+0.43%