Boston Trust Walden SMID Cap Fund (WASMX)
24.87
+0.05
(+0.20%)
USD |
Dec 05 2025
WASMX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.54% |
| Stock | 98.70% |
| Bond | 0.76% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of September 30, 2025
| Large | 3.08% |
| Mid | 10.18% |
| Small | 86.74% |
Region Exposure
| Americas | 92.83% |
|---|---|
|
North America
|
92.83% |
| United States | 92.83% |
|
Latin America
|
0.00% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.63% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.57% |
| Ireland | 4.57% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
2.06% |
| Israel | 2.06% |
| 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 |
|
39.05% |
| Materials |
|
6.27% |
| Consumer Discretionary |
|
7.62% |
| Financials |
|
18.54% |
| Real Estate |
|
6.63% |
| Sensitive |
|
44.33% |
| Communication Services |
|
1.38% |
| Energy |
|
0.00% |
| Industrials |
|
25.68% |
| Information Technology |
|
17.28% |
| Defensive |
|
15.30% |
| Consumer Staples |
|
5.80% |
| Health Care |
|
9.50% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.32% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
1.32% |
As of September 30, 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 | -- |