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WAMFX
Mutual Fund ticker: NASDAQ
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WAMFX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ulta Beauty (NASDAQ:ULTA), Teradyne (NASDAQ:TER).

Industry description

The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of mid cap companies. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

Market Cap

The average market capitalization across the Boston Trust Walden Midcap MF is 28.52B. The market cap for tickers in the group ranges from 9.3B to 49.98B. GWW holds the highest valuation in this group at 49.98B. The lowest valued company is SEIC at 9.3B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Walden Midcap MF was 2%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 61
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 35
Seasonality Score: 42 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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