Boston Trust Walden SMID Cap Fund (WASMX)
23.16
-0.02
(-0.09%)
USD |
Mar 19 2026
WASMX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.38% |
| Stock | 99.16% |
| Bond | 0.46% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2026
| Large | 3.19% |
| Mid | 9.32% |
| Small | 87.48% |
Region Exposure
| Americas | 93.31% |
|---|---|
|
North America
|
93.31% |
| United States | 93.31% |
|
Latin America
|
0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.30% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.57% |
| Ireland | 4.57% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.73% |
| Israel | 1.73% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.38% |
|---|
Stock Sector Exposure
| Cyclical |
|
38.42% |
| Materials |
|
6.61% |
| Consumer Discretionary |
|
7.00% |
| Financials |
|
17.91% |
| Real Estate |
|
6.90% |
| Sensitive |
|
44.61% |
| Communication Services |
|
1.72% |
| Energy |
|
0.00% |
| Industrials |
|
27.34% |
| Information Technology |
|
15.54% |
| Defensive |
|
16.07% |
| Consumer Staples |
|
4.79% |
| Health Care |
|
11.28% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.90% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.90% |
As of January 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 | -- |