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WASMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$25.64
Change
-$0.24 (-0.93%)
Net Assets
312.27M

WASMX Boston Trust Walden SMID Cap Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

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 13.81B. 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 39%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 35
Profit Risk Rating: 22
Seasonality Score: -7 (-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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WASMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WASMX 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 WASMX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WASMX
1D Price
Change %
WASMX100%
N/A
FSMDX - WASMX
90%
Closely correlated
-0.86%
VSEMX - WASMX
90%
Closely correlated
-1.16%
FSMAX - WASMX
87%
Closely correlated
-1.16%
VEXAX - WASMX
84%
Closely correlated
-1.16%
VEMPX - WASMX
84%
Closely correlated
-1.16%
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