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Boston Trust Walden Midcap WAMFX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 23.13  /  +1.54 %
  • Total Assets 133.7 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 26%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis WAMFX

Will WAMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Boston Trust Walden Midcap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings WAMFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

2.85 3.8 Mil
Industrials

Baker Hughes Co Class A

2.70 3.6 Mil
Energy

SEI Investments Co

2.29 3.0 Mil
Financial Services

Teradyne Inc

2.06 2.7 Mil
Technology

Ulta Beauty Inc

2.03 2.7 Mil
Consumer Cyclical

Ross Stores Inc

2.03 2.7 Mil
Consumer Cyclical

FactSet Research Systems Inc

2.03 2.7 Mil
Financial Services

W.W. Grainger Inc

2.01 2.6 Mil
Industrials

Waters Corp

1.97 2.6 Mil
Healthcare

The Cooper Companies Inc

1.94 2.6 Mil
Healthcare