Boston Trust Walden Midcap Fund
WAMFX
NASDAQ
| Weiss Ratings | WAMFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | WAMFX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (14), Richard Q. Williams (8), Mark B. Zagata (5) | |||
| Website | http://www.btim.com | |||
| Fund Information | WAMFX-NASDAQ | Click to Compare |
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| Fund Name | Boston Trust Walden Midcap Fund | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WAMFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.50% | |||
| Dividend | WAMFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.63% | |||
| Asset Allocation | WAMFX-NASDAQ | Click to Compare |
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| Cash | 1.39% | |||
| Stock | 98.61% | |||
| U.S. Stock | 97.42% | |||
| Non-U.S. Stock | 1.19% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WAMFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.86% | |||
| 30-Day Total Return | 2.69% | |||
| 60-Day Total Return | 1.39% | |||
| 90-Day Total Return | 4.29% | |||
| Year to Date Total Return | 4.74% | |||
| 1-Year Total Return | 7.44% | |||
| 2-Year Total Return | 21.57% | |||
| 3-Year Total Return | 36.56% | |||
| 5-Year Total Return | 65.94% | |||
| Price | WAMFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WAMFX-NASDAQ | Click to Compare |
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| Nav | $24.05 | |||
| 1-Month Low NAV | $23.55 | |||
| 1-Month High NAV | $24.47 | |||
| 52-Week Low NAV | $20.15 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.24 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | WAMFX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 15.92 | |||
| Balance Sheet | WAMFX-NASDAQ | Click to Compare |
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| Total Assets | 175.38M | |||
| Operating Ratios | WAMFX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 24.20% | |||
| Performance | WAMFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.73% | |||
| Last Bear Market Total Return | -12.94% | |||