Boston Trust Walden SMID Cap’s deep team and disciplined, quality-oriented approach earn Above Average People and High Process ratings.
Boston Trust Walden SMID Cap Fund WASMX
- NAV / 1-Day Return 27.62 / +0.73 %
- Total Assets 314.9M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.37%
- Turnover 24%
USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:13 AM GMT+0
Morningstar’s Analysis WASMX
Will WASMX outperform in the 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 21.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Applied Industrial Technologies Inc | 2.60 | 8M | Industrials |
IDEX Corp | 2.35 | 7M | Industrials |
Hubbell Inc | 2.31 | 7M | Industrials |
Cincinnati Financial Corp | 2.17 | 7M | Financial Services |
NetApp Inc | 2.12 | 7M | Technology |
Cullen/Frost Bankers Inc | 2.09 | 7M | Financial Services |
Acuity Inc | 2.05 | 6M | Industrials |
Nordson Corp | 2.00 | 6M | Industrials |
F5 Inc | 1.94 | 6M | Technology |
Qualys Inc | 1.92 | 6M | Technology |