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Morningstar

Boston Trust Walden Midcap WAMFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 22.78  /  +1.15 %
  • Total Assets 136.4 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 26%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 PM GMT+0

Morningstar’s Analysis WAMFX

Will WAMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Boston Trust Walden Midcap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WAMFX

More WAMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baker Hughes Co Class A

2.87 3.8 Mil
Energy

Paychex Inc

2.83 3.7 Mil
Industrials

Teradyne Inc

2.54 3.4 Mil
Technology

Williams-Sonoma Inc

2.03 2.7 Mil
Consumer Cyclical

SEI Investments Co

1.98 2.6 Mil
Financial Services

Ross Stores Inc

1.98 2.6 Mil
Consumer Cyclical

Ansys Inc

1.92 2.5 Mil
Technology

FactSet Research Systems Inc

1.88 2.5 Mil
Financial Services

W.W. Grainger Inc

1.86 2.5 Mil
Industrials

BJ's Wholesale Club Holdings Inc

1.86 2.5 Mil
Consumer Defensive