Boston Trust Walden SMID Cap Fund (WASMX)
23.98
+0.61
(+2.61%)
USD |
Apr 08 2026
WASMX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.47% |
| Stock | 99.04% |
| Bond | 0.49% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of February 28, 2026
| Large | 2.27% |
| Mid | 10.40% |
| Small | 87.33% |
Region Exposure
| Americas | 93.21% |
|---|---|
|
North America
|
93.21% |
| United States | 93.21% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.32% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.07% |
| Ireland | 5.07% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.26% |
| Israel | 1.26% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.47% |
|---|
Stock Sector Exposure
| Cyclical |
|
40.52% |
| Materials |
|
8.32% |
| Consumer Discretionary |
|
7.39% |
| Financials |
|
17.89% |
| Real Estate |
|
6.92% |
| Sensitive |
|
41.39% |
| Communication Services |
|
1.88% |
| Energy |
|
0.00% |
| Industrials |
|
25.93% |
| Information Technology |
|
13.57% |
| Defensive |
|
17.12% |
| Consumer Staples |
|
5.35% |
| Health Care |
|
11.77% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.97% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.97% |
As of February 28, 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 | -- |