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WASMX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Mid-Cap Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
1.00
Min. Initial Investment
100000.00
Fund Existence
almost 13 years
Turnover
23.07
Front Load
N/A
Net Assets
302819360.00
Manager Tenure
N/A

Fundamentals

WASMX
Net Assets
303M
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
No
Fund Share Class Net Assets
303M
Fund Type
OpenEnd
Index Fund
No
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
-2.513
Annual Yield % from dividends
0.43
Returns for 1 year
0.27
Returns for 3 years
9.34
Returns for 5 years
92.14
Returns for 10 years
72.21
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com