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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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24.800 -0.300 -1.20%

14/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 332.92M

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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	0.690	0.690	0.000
Shares	99.310	99.310	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.979	17.649
Price to Book	3.387	2.457
Price to Sales	2.376	1.555
Price to Cash Flow	14.429	10.676
Dividend Yield	1.432	1.479
5 Years Earnings Growth	7.239	11.303

Sector Allocation

Name	Net %	Category Average
Industrials	25.630	19.128
Financial Services	19.720	16.690
Technology	18.800	16.011
Healthcare	11.900	9.913
Consumer Cyclical	9.960	12.852
Real Estate	6.440	7.012
Consumer Defensive	5.930	4.617
Basic Materials	1.620	4.598

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 89

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
SEI	US7841171033	2.56	88.81	+0.30%
Qualys	US74758T3032	2.53	129.16	-2.28%
Applied Industrial Technologies	US03820C1053	2.42	273.04	-0.97%
Allegion PLC	IE00BFRT3W74	2.32	168.55	-0.63%
Cullen/Frost Bankers	US2298991090	2.25	126.39	+0.78%
BJs Wholesale Club	US05550J1016	2.13	102.86	-0.55%
FactSet Research	US3030751057	2.09	374.96	-0.33%
Cincinnati Financial	US1720621010	2.07	154.15	+0.09%
Cboe Global	US12503M1080	2.05	243.71	-0.70%
Paycom	US70432V1026	2.04	216.00	-2.48%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.34B	-4.94	4.99	9.20
Boston Trust SMID Cap Fund	781.24M	-0.76	6.46	9.43
Boston Trust Asset Management	563.55M	3.57	7.98	8.67
Boston Trust Midcap Fund	242.31M	-1.19	4.90	9.19
Walden Equity	245.56M	-6.52	5.77	9.99

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Recent Quotes

Name	Price	Chg.	Chg. %
Walden SMID Cap F.	24.800	-0.300	-1.20%
DPAM Bonds L EU.	0.022	0.000	0.00%
SFRGY	2.73	+0.10	+3.81%
AXXIY	3.0	0.0	0.00%
GM	56.42	+0.84	+1.51%