Returns Chart

Boston Trust Walden SMID Cap Fund (WASMX) Total Return
Created with Highcharts 11.1.0Oct '24Jan '25Apr '25Jul '250.00%11.18%

Key Stats

Customize
Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.00% 337.15M 1.36% 23.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
57.84M 10.89% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital growth through an actively managed portfolio of stock of small to middle capitalization companies. The Fund at least 80% of its assets in diversified portfolio of equity securities such as common and preferred stocks of domestic and foreign small and mid cap companies.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Boston Trust Walden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 9
-410.37M Peer Group Low
483.59M Peer Group High
1 Year
% Rank: 12
57.84M
-2.513B Peer Group Low
4.216B Peer Group High
3 Months
% Rank: 10
-606.75M Peer Group Low
2.514B Peer Group High
3 Years
% Rank: 11
-5.336B Peer Group Low
7.384B Peer Group High
6 Months
% Rank: 12
-1.557B Peer Group Low
3.957B Peer Group High
5 Years
% Rank: 12
-9.351B Peer Group Low
14.59B Peer Group High
YTD
% Rank: 11
-1.557B Peer Group Low
3.957B Peer Group High
10 Years
% Rank: 17
-14.93B Peer Group Low
25.01B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

There are no valid items on this chart.

Name
2018
2019
2020
2021
2022
2023
2024
YTD
-5.59%
26.12%
9.13%
30.08%
-14.59%
16.40%
10.39%
0.85%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
7.50%
-5.62%
26.74%
8.26%
30.46%
-12.04%
13.14%
10.17%
0.96%
-11.52%
23.27%
15.59%
27.61%
-21.62%
17.10%
14.01%
-1.32%
-9.25%
29.53%
19.77%
20.92%
-16.73%
17.75%
12.32%
4.70%
-8.58%
29.59%
13.05%
23.25%
-13.89%
17.15%
12.49%
5.39%
As of July 07, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-2-25) 0.42%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 23.89
Weighted Average Price to Sales Ratio 3.819
Weighted Average Price to Book Ratio 5.377
Weighted Median ROE 54.35%
Weighted Median ROA 10.11%
ROI (TTM) 15.42%
Return on Investment (TTM) 15.42%
Earning Yield 0.0472
LT Debt / Shareholders Equity 0.6366
As of April 30, 2025

Growth Metrics

EPS Growth (1Y) 14.55%
EPS Growth (3Y) 8.11%
EPS Growth (5Y) 10.45%
Sales Growth (1Y) 4.95%
Sales Growth (3Y) 8.30%
Sales Growth (5Y) 7.85%
Sales per Share Growth (1Y) 6.11%
Sales per Share Growth (3Y) 9.67%
Operating Cash Flow - Growth Ratge (3Y) 4.88%
As of April 30, 2025

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 0.43%
Stock 99.11%
Bond 0.45%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Top 10 Holdings

Created with Highcharts 11.1.0
Name % Weight Price % Change
Applied Industrial Technologies Inc 2.63% 244.16 -0.64%
BJ's Wholesale Club Holdings Inc 2.41% 110.52 0.99%
Allegion PLC 2.32% 148.17 0.04%
SEI Investments Co 2.32% 92.70 -0.43%
Qualys Inc 2.31% 146.96 -2.07%
Chemed Corp 2.27% 460.93 -2.59%
Cullen/Frost Bankers Inc 2.12% 135.22 -0.71%
FactSet Research Systems Inc 2.09% 447.68 -0.06%
Paycom Software Inc 2.06% 232.32 -0.32%
AptarGroup Inc 2.06% 160.95 -0.06%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.73%
Administration Fee 59.78K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product --
Available for RRSP --
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 100000.0 None
Minimum Subsequent Investment 1000.00 None

Basic Info

Investment Strategy
The Fund seeks long-term capital growth through an actively managed portfolio of stock of small to middle capitalization companies. The Fund at least 80% of its assets in diversified portfolio of equity securities such as common and preferred stocks of domestic and foreign small and mid cap companies.
General
Security Type Mutual Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Core Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Boston Trust Walden
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (7-2-25) 0.42%
30-Day SEC Yield --
7-Day SEC Yield --
Stock
Weighted Average PE Ratio 23.89
Weighted Average Price to Sales Ratio 3.819
Weighted Average Price to Book Ratio 5.377
Weighted Median ROE 54.35%
Weighted Median ROA 10.11%
ROI (TTM) 15.42%
Return on Investment (TTM) 15.42%
Earning Yield 0.0472
LT Debt / Shareholders Equity 0.6366
As of April 30, 2025

Growth Metrics

EPS Growth (1Y) 14.55%
EPS Growth (3Y) 8.11%
EPS Growth (5Y) 10.45%
Sales Growth (1Y) 4.95%
Sales Growth (3Y) 8.30%
Sales Growth (5Y) 7.85%
Sales per Share Growth (1Y) 6.11%
Sales per Share Growth (3Y) 9.67%
Operating Cash Flow - Growth Ratge (3Y) 4.88%
As of April 30, 2025

Fund Details

Key Dates
Inception Date 6/28/2012
Last Annual Report Date 12/31/2024
Last Prospectus Date 5/1/2025
Attributes
Index Fund --
Inverse Fund --
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:WASMX", "name")
Broad Asset Class: =YCI("M:WASMX", "broad_asset_class")
Broad Category: =YCI("M:WASMX", "broad_category_group")
Prospectus Objective: =YCI("M:WASMX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial
Quickflows