Boston Trust Walden SMID Cap Fund
WASMX
NASDAQ
| Weiss Ratings | WASMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | WASMX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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| Dividend Yield | 0.43% | |||
| Dividend | WASMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.45% | |||
| Asset Allocation | WASMX-NASDAQ | Click to Compare |
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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 Compare |
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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 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 | WASMX-NASDAQ | Click to Compare |
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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 Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 17.88 | |||
| Balance Sheet | WASMX-NASDAQ | Click to Compare |
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| Total Assets | 328.78M | |||
| Operating Ratios | WASMX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 23.07% | |||
| Performance | WASMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.85% | |||
| Last Bear Market Total Return | -13.02% | |||