Boston Trust Walden SMID Cap retains long-term merit despite some recent manager shuffling.
Boston Trust Walden SMID Cap WASMX
- NAV / 1-Day Return 25.31 / +0.44 %
- Total Assets 295.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.40%
- Turnover 24%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis WASMX
Will WASMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Applied Industrial Technologies Inc | 2.46 | 7.0 Mil | Industrials |
Waters Corp | 2.16 | 6.2 Mil | Healthcare |
TopBuild Corp | 2.07 | 5.9 Mil | Industrials |
AptarGroup Inc | 2.02 | 5.8 Mil | Healthcare |
FactSet Research Systems Inc | 1.99 | 5.7 Mil | Financial Services |
IDEX Corp | 1.99 | 5.7 Mil | Industrials |
A.O. Smith Corp | 1.96 | 5.6 Mil | Industrials |
The Cooper Companies Inc | 1.94 | 5.5 Mil | Healthcare |
ExlService Holdings Inc | 1.93 | 5.5 Mil | Technology |
Hubbell Inc | 1.92 | 5.5 Mil | Industrials |