Morningstar

Boston Trust Walden SMID Cap WASMX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 25.40  /  +1.24 %
  • Total Assets 292.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 24%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WASMX

Will WASMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WASMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WASMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WASMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A great SMID-cap option.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Boston Trust Walden SMID Cap retains long-term merit despite some recent manager shuffling.

by Andrew Daniels
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WASMX

More WASMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Industrial Technologies Inc

2.46 7.0 Mil
Industrials

Waters Corp

2.16 6.2 Mil
Healthcare

TopBuild Corp

2.07 5.9 Mil
Industrials

AptarGroup Inc

2.02 5.8 Mil
Healthcare

FactSet Research Systems Inc

1.99 5.7 Mil
Financial Services

IDEX Corp

1.99 5.7 Mil
Industrials

A.O. Smith Corp

1.96 5.6 Mil
Industrials

The Cooper Companies Inc

1.94 5.5 Mil
Healthcare

ExlService Holdings Inc

1.93 5.5 Mil
Technology

Hubbell Inc

1.92 5.5 Mil
Industrials

Sponsor Center