WAMFX Mutual Fund
WAMFX Mutual Fund
Boston Trust Walden Midcap Fund
WAMFX Mutual Fund Overview
WAMFX Mutual Fund (Boston Trust Walden Midcap Fund) is managed by Boston Trust Walden Funds with $52.2M in net assets. WAMFX expense ratio is 1.00%, holding 74 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2011-08-01.
WAMFX performance shows a YTD return of 4.39%. The 1-year return is 8.90% and the 5-year return is 6.57%. WAMFX dividend yield stands at 6.89%, paid annually.
WAMFX top holdings include Eversource Energy (2.3%), Essential Utilities Inc - Common (2.2%), Paychex Inc. (2.1%), Ross Stores, Inc. (2.1%), TE Connectivity PLC Common Stock (2.1%). View all WAMFX holdings, sector breakdown, or dividend history.
WAMFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WAMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.