Boston Trust Walden SMID Cap Fund WASMX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • 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.

Still competitive despite stiff headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Boston Trust Walden SMID Cap’s deep team and disciplined, quality-oriented approach earn Above Average People and High Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WASMX

  • 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

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