C
Boston Trust Walden Midcap Fund WAMFX
NASDAQ
Recommendation
NAV
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Institutional Only, Phone Exchange, Wire Redemption
Top Holdings
C
Baker Hughes Co Class A
BKR - NASDAQ
B
Paychex Inc
PAYX - NASDAQ
B
Ross Stores Inc
ROST - NASDAQ
C
FactSet Research Systems Inc
FDS - NYSE
B
SEI Investments Co
SEIC - NASDAQ
Performance
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NAV
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Company Information
Provider
Boston Trust Walden Funds
Manager/Tenure
(Years)
Stephen J. Amyouny (13), Richard Q. Williams (8), Mark B. Zagata (5)
Address
BOSTON TRUST & WALDEN FUNDS
Boston MA - 43229
Country
United States
Phone Number
617-814-1215
Investment Strategy
The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of mid cap companies. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.