Boston Trust Walden SMID Cap Fund WASMX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 26.13  /  +0.65 %
  • Total Assets 289.0M
  • 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 0.38%
  • Turnover 24%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:26 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 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Investments Co

2.28 7M
Financial Services

IDEX Corp

2.27 7M
Industrials

Dynatrace Inc Ordinary Shares

2.20 7M
Technology

Applied Industrial Technologies Inc

2.15 7M
Industrials

Globus Medical Inc Class A

2.10 6M
Healthcare

Paycom Software Inc

2.09 6M
Technology

Nordson Corp

2.05 6M
Industrials

Medpace Holdings Inc

2.05 6M
Healthcare

Jones Lang LaSalle Inc

2.04 6M
Real Estate

Jack Henry & Associates Inc

2.03 6M
Technology

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