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WAMFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$23.69
Change
-$0.15 (-0.63%)
Net Assets
165.38M

WAMFX Boston Trust Walden Midcap Forecast, Technical & Fundamental Analysis

Category MidCapBlend
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 15%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 59
Price Growth Rating: 43
SMR Rating: 35
Profit Risk Rating: 32
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

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
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WAMFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WAMFX has been closely correlated with FSMDX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WAMFX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WAMFX
1D Price
Change %
WAMFX100%
N/A
FSMDX - WAMFX
90%
Closely correlated
-0.86%
VSEMX - WAMFX
86%
Closely correlated
-1.16%
FSMAX - WAMFX
83%
Closely correlated
-1.16%
VEXAX - WAMFX
80%
Closely correlated
-1.16%
VEMPX - WAMFX
80%
Closely correlated
-1.16%
More