Boston Trust Walden SMID Cap Fund
WASMX
NASDAQ
| Weiss Ratings | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.42% | |||
| Dividend | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.36% | |||
| Asset Allocation | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.16% | |||
| Stock | 98.84% | |||
| U.S. Stock | 97.00% | |||
| Non-U.S. Stock | 1.84% | |||
| 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 Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.52% | |||
| 30-Day Total Return | 2.53% | |||
| 60-Day Total Return | 0.12% | |||
| 90-Day Total Return | -0.52% | |||
| Year to Date Total Return | -0.08% | |||
| 1-Year Total Return | -7.12% | |||
| 2-Year Total Return | 17.20% | |||
| 3-Year Total Return | 22.94% | |||
| 5-Year Total Return | 47.80% | |||
| Price | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $24.65 | |||
| 1-Month Low NAV | $23.74 | |||
| 1-Month High NAV | $24.79 | |||
| 52-Week Low NAV | $21.26 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.97 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 15.41 | |||
| Balance Sheet | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 335.07M | |||
| Operating Ratios | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.00% | |||
| Turnover Ratio | 23.07% | |||
| Performance | WASMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.85% | |||
| Last Bear Market Total Return | -13.02% | |||