Boston Trust Walden SMID Cap FundWASMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$306.4M
Expense ratio
1.00%
1-year return
-1.5%
3 years, a year
+5.8%
5 years, a year
+4.4%
Holdings
69
What it aims to do.
The Boston Trust Walden SMID Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization (smid cap) companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| IEX Idex Corporation | 2.51% |
| CFR Cullen/Frost Bankers, Inc. | 2.45% |
| HUBB Hubbell Incorporated | 2.44% |
| AIT Applied Industrial Technologies Inc. | 2.29% |
| JKHY Henry Jack & Associates Inc. | 2.23% |
| CINF Cincinnati Financial Corporation | 2.22% |
| AOS Smith(Ao)Corp | 2.20% |
| BJ BJ Wholesale Club Holdings Inc | 2.17% |
| GMED Globus Med Inc | 2.03% |
| ALLE Allegion PLC | 2.01% |
More on WASMX.
- WASMX overview
- WASMX holdings
- WASMX risk
- WASMX costs
- WASMX money in and out
- WASMX share classes
- Compare WASMX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.