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 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.
People Pillar
Parent Pillar
- 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 |