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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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25.470 -0.140 -0.55%

22/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 314.05M

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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	20.834	17.838
Price to Book	3.603	2.533
Price to Sales	2.563	1.646
Price to Cash Flow	16.873	11.363
Dividend Yield	1.290	1.411
5 Years Earnings Growth	8.121	11.642

Sector Allocation

Name	Net %	Category Average
Industrials	26.400	19.321
Technology	19.110	15.743
Financial Services	17.430	16.283
Healthcare	10.660	10.125
Consumer Cyclical	10.440	12.935
Consumer Defensive	6.690	4.277
Real Estate	6.580	7.183
Basic Materials	1.630	4.930
Communication Services	1.060	2.742

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 93

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Applied Industrial Technologies	US03820C1053	3.03	261.14	-0.22%
Qualys	US74758T3032	2.48	141.32	+0.24%
Waters	US9418481035	2.18	407.50	-0.21%
SEI	US7841171033	2.14	84.03	-0.24%
FactSet Research	US3030751057	2.10	463.64	-0.24%
AptarGroup	US0383361039	2.09	159.07	0.00%
IDEX	US45167R1041	2.04	221.04	+0.48%
Cincinnati Financial	US1720621010	2.02	136.62	-1.01%
Choice Hotels	US1699051066	1.90	144.74	-0.39%
Topbuild Corp	US89055F1030	1.89	356.12	+0.58%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.45B	12.55	4.06	9.78
Boston Trust SMID Cap Fund	841.95M	10.17	3.12	9.90
Boston Trust Asset Management	578.07M	11.19	2.57	8.39
Walden Equity	271.45M	13.55	6.26	11.13
Boston Trust Midcap Fund	256.38M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden SMID Cap F.	25.470	-0.140	-0.55%