WASMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Boston Trust Walden SMID Cap (WASMX) Ownership - Who owns Boston Trust Walden SMID Cap?

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WASMX

Net Assets

285M

Fund Existence

almost 13 years

Turnover

23.07

Total Expense Ratio

1.00

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.01

Assets in Top Ten Holdings

49.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

285M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

91.00

Number of Net Holdings

91.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.80%

Gain YTD

-8.066

Annual Yield % from dividends

0.43

Returns for 1 year

-2.06

Returns for 3 years

5.92

Returns for 5 years

59.75

Returns for 10 years

61.85

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details