WAMFX Mutual Fund

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, Health Care. Inception date: 2011-08-01.

WAMFX performance shows a YTD return of 7.98%. The 1-year return is 10.50% and the 5-year return is 6.78%. WAMFX dividend yield stands at 6.66%, paid annually.

WAMFX top holdings include Eversource Energ (2.3%), Essential Utilities Inc - Common (2.2%), Paychex, Inc. (2.1%), Ross Stores, Inc. (2.1%), TE Connectivity PLC Common Stock (2.1%). Go to all WAMFX holdings, WAMFX sectors, or WAMFX dividends.

WAMFX can be compared against other funds. Use WAMFX overlap to find shared positions, or WAMFX vs another fund for a side-by-side view. WAMFX alternatives are available via the screener, along with tax-loss harvesting opportunities.