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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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22.450 +0.110 +0.49%

17/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 281.15M

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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	1.210	1.210	0.000
Shares	98.790	98.790	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.530	17.508
Price to Book	3.488	2.466
Price to Sales	2.438	1.578
Price to Cash Flow	15.401	10.989
Dividend Yield	1.374	1.457
5 Years Earnings Growth	7.309	12.039

Sector Allocation

Name	Net %	Category Average
Industrials	25.270	18.711
Financial Services	18.620	16.775
Technology	17.830	15.830
Healthcare	12.460	10.179
Consumer Cyclical	11.140	13.096
Real Estate	6.600	7.114
Consumer Defensive	6.520	4.362
Basic Materials	1.550	4.725

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	2.54	221.75	+2.90%
Check Point Software	IL0010824113	2.42	214.96	+0.01%
Cullen/Frost Bankers	US2298991090	2.33	111.60	+0.37%
Qualys	US74758T3032	2.26	120.62	-0.60%
SEI	US7841171033	2.22	71.66	+0.32%
Chemed	US16359R1032	2.19	581.69	+0.06%
BJs Wholesale Club	US05550J1016	2.12	118.45	+2.26%
FactSet Research	US3030751057	2.10	427.05	-0.04%
Allegion PLC	IE00BFRT3W74	2.01	126.35	+0.97%
Cincinnati Financial	US1720621010	2.00	132.24	+0.10%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.24B	-4.11	4.28	9.00
Boston Trust SMID Cap Fund	702.8M	-2.17	4.38	9.16
Boston Trust Asset Management	518.55M	-1.49	3.99	8.24
Walden Equity	229.43M	0.76	6.75	10.69
Boston Trust Equity	223.69M	13.72	4.61	11.28

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