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.
Boston Trust Walden Midcap WAMFX
- NAV / 1-Day Return 23.13 / +1.54 %
- Total Assets 133.7 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |