Morningstar

Boston Trust Walden SMID Cap Fund WASMX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $27.11  /  +1.25 %
  • Fund Size $299.3M
  • 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) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis WASMX

Will WASMX 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 WASMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WASMX 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 WASMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Eric Schultz
Rated on Published on

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Portfolio Holdings WASMX

More WASMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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F5 Inc

2.05 6M
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Globus Medical Inc Class A

2.01 6M
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Hubbell Inc

2.01 6M
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Paycom Software Inc

1.98 6M
Technology

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