Boston Trust Walden Midcap FundWAMFX

MUTUAL FUNDBoston Trust Walden
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$156.2M
Expense ratio
1.00%
1-year return
+3.5%
3 years, a year
+7.2%
5 years, a year
+6.0%
Holdings
74

What it aims to do.

The Boston Trust Walden Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization (mid cap) companies.

Top 10 holdings.

Holding% of fund
ES Eversource Energy2.27%
WTRG Essential Utilities Inc2.18%
PAYX Paychex Inc2.13%
ROST Ross Stores Inc2.11%
TEL TE Connectivity PLC2.07%
MTD Mettler-Toledo International Inc2.05%
SEIC SEI Investments Co2.00%
JLL Jones Lang LaSalle Incorporated1.95%
HUBB Hubbell Incorporated1.92%
ATR Aptargroup Inc.1.89%

More on WAMFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.