Boston Trust Walden Midcap Fund (WAMFX)
24.12
-0.04
(-0.17%)
USD |
Sep 15 2026
WAMFX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.54% |
| Stock | 98.90% |
| Bond | 0.57% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of July 31, 2026
| Large | 6.12% |
| Mid | 34.83% |
| Small | 59.05% |
Region Exposure
| Americas | 92.62% |
|---|---|
|
North America
|
92.62% |
| United States | 92.62% |
|
Latin America
|
0.00% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.85% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
6.85% |
| Ireland | 5.34% |
| Netherlands | 1.51% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.54% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.12% |
| Materials |
|
5.37% |
| Consumer Discretionary |
|
9.11% |
| Financials |
|
15.95% |
| Real Estate |
|
4.69% |
| Sensitive |
|
40.88% |
| Communication Services |
|
1.27% |
| Energy |
|
4.15% |
| Industrials |
|
18.92% |
| Information Technology |
|
16.55% |
| Defensive |
|
22.86% |
| Consumer Staples |
|
5.52% |
| Health Care |
|
10.68% |
| Utilities |
|
6.66% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of July 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |