Morningstar

Boston Trust Walden Midcap Fund WAMFX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $25.40  /  −0.51 %
  • Fund Size $162.3M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.55%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis WAMFX

Will WAMFX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Walden Midcap holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WAMFX

More WAMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mettler-Toledo International Inc

2.75 4M
Healthcare

NetApp Inc

2.43 4M
Technology

TE Connectivity PLC Registered Shares

2.27 4M
Technology

Keysight Technologies Inc

2.20 3M
Technology

SEI Investments Co

2.14 3M
Financial Services

Paychex Inc

2.08 3M
Technology

Nordson Corp

2.04 3M
Industrials

Qualys Inc

1.96 3M
Technology

EOG Resources Inc

1.96 3M
Energy

NXP Semiconductors NV

1.94 3M
Technology

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