Breaking News
Get 50% Off 0
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Close

Boston Trust Walden Smid Cap Fund (WASMX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
22.900 +0.110    +0.48%
27/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Boston Trust & Walden Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 248.54M
Walden SMID Cap Fund 22.900 +0.110 +0.48%

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

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.030 1.030 0.000
Shares 98.970 98.970 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.098 17.252
Price to Book 3.283 2.382
Price to Sales 2.197 1.511
Price to Cash Flow 15.316 10.532
Dividend Yield 1.464 1.533
5 Years Earnings Growth 8.950 11.501

Sector Allocation

Name  Net % Category Average
Industrials 28.280 19.852
Technology 19.410 15.548
Financial Services 14.980 15.178
Healthcare 11.640 9.779
Consumer Cyclical 11.040 13.530
Real Estate 6.460 7.166
Consumer Defensive 5.370 4.458
Basic Materials 1.550 5.432
Communication Services 1.260 2.979

Region Allocation

  • North America
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 90

Number of short holdings: 0

Name ISIN Weight % Last Change %
  BJs Wholesale Club US05550J1016 2.55 87.09 -0.54%
  Applied Industrial Technologies US03820C1053 2.52 193.44 +0.25%
  Topbuild Corp US89055F1030 2.41 384.47 +0.79%
  Waters US9418481035 2.30 288.15 +0.58%
  IDEX US45167R1041 2.17 200.55 +0.20%
  AptarGroup US0383361039 2.11 141.39 -1.73%
  SEI US7841171033 2.06 64.89 +0.85%
  Donaldson US2576511099 1.96 71.29 -0.03%
  Hubbell US4435106079 1.93 368.12 -0.47%
  Cooper US2166485019 1.86 87.74 +0.13%

Top Equity Funds by Boston Trust Walden Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Boston Trust Small Cap 1.3B 2.71 4.52 9.41
  Boston Trust SMID Cap Fund 770.89M 2.04 4.52 9.79
  Boston Trust Asset Management 584.14M 4.28 4.32 8.34
  Walden Equity 273.96M 3.17 9.66 11.15
  Boston Trust Midcap Fund 236.71M 3.48 5.12 9.90
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WASMX Comments

Write your thoughts about Boston Trust Walden Smid Cap Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email