Boston Trust Walden Midcap Fund (WAMFX)
22.78
+0.05
(+0.22%)
USD |
Dec 24 2025
WAMFX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.50% |
| Stock | 98.73% |
| Bond | 0.77% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of October 31, 2025
| Large | 5.78% |
| Mid | 39.41% |
| Small | 54.81% |
Region Exposure
| Americas | 94.11% |
|---|---|
|
North America
|
94.11% |
| Canada | 0.86% |
| United States | 93.24% |
|
Latin America
|
0.00% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.40% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.40% |
| Ireland | 5.40% |
|
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 | 0.50% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.61% |
| Materials |
|
4.60% |
| Consumer Discretionary |
|
9.46% |
| Financials |
|
15.16% |
| Real Estate |
|
5.39% |
| Sensitive |
|
37.13% |
| Communication Services |
|
1.10% |
| Energy |
|
3.19% |
| Industrials |
|
15.83% |
| Information Technology |
|
17.01% |
| Defensive |
|
26.94% |
| Consumer Staples |
|
6.92% |
| Health Care |
|
12.81% |
| Utilities |
|
7.21% |
| Not Classified |
|
1.33% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.33% |
As of October 31, 2025
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 | -- |