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, Financials. 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 6.79%. WAMFX dividend yield stands at 6.52%, paid annually.

WAMFX top holdings include Mettler-Toledo International Inc. (2.5%), Paychex, Inc. (2.4%), Sei Investments Co. (2.4%), Fortinet Inc (2.2%), TE Connectivity PLC Common Stock (2.2%). 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.