C
Boston Trust Walden SMID Cap Fund WASMX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WASMX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info WASMX-NASDAQ Click to
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Provider Boston Trust Walden Funds
Manager/Tenure (Years) Kenneth P. Scott (13), Richard Q. Williams (8), Leanne Moore (5), 1 other
Website http://www.btim.com
Fund Information WASMX-NASDAQ Click to
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Fund Name Boston Trust Walden SMID Cap Fund
Category Mid-Cap Blend
Sub-Category US Equity Small Cap
Prospectus Objective Growth
Inception Date Jun 28, 2012
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 WASMX-NASDAQ Click to
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Dividend Yield 0.43%
Dividend WASMX-NASDAQ Click to
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Dividend Yield (Forward) 1.45%
Asset Allocation WASMX-NASDAQ Click to
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Cash 1.14%
Stock 98.86%
U.S. Stock 96.81%
Non-U.S. Stock 2.05%
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 WASMX-NASDAQ Click to
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7-Day Total Return 3.03%
30-Day Total Return 3.64%
60-Day Total Return 4.69%
90-Day Total Return 7.22%
Year to Date Total Return 0.40%
1-Year Total Return 10.40%
2-Year Total Return 21.74%
3-Year Total Return 35.47%
5-Year Total Return 76.26%
Price WASMX-NASDAQ Click to
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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 --
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NAV WASMX-NASDAQ Click to
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Nav $24.77
1-Month Low NAV $23.71
1-Month High NAV $24.77
52-Week Low NAV $21.26
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.17
52-Week High Price (Date) Nov 25, 2024
Beta / Standard Deviation WASMX-NASDAQ Click to
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Beta 0.98
Standard Deviation 17.88
Balance Sheet WASMX-NASDAQ Click to
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Total Assets 328.78M
Operating Ratios WASMX-NASDAQ Click to
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Expense Ratio 1.00%
Turnover Ratio 23.07%
Performance WASMX-NASDAQ Click to
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Last Bull Market Total Return 17.85%
Last Bear Market Total Return -13.02%