Industry description
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies.
The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) risks and opportunities may affect a company's revenues, expenses, assets, liabilities, and overall risk.
Market Cap
The average market capitalization across the Boston Trust Walden SMID Cap MF is 13.78B. The market cap for tickers in the group ranges from 7.56B to 20.38B. WAT holds the highest valuation in this group at 20.38B. The lowest valued company is AIT at 7.56B.
Volume
The average weekly volume growth across all stocks in the Boston Trust Walden SMID Cap MF was -3%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 35
Profit Risk Rating: 23
Seasonality Score: -41 (-100 ... +100)