WASMX Mutual Fund

WASMX Mutual Fund (Boston Trust Walden SMID Cap Fund) is managed by Boston Trust Walden Funds. WASMX expense ratio is 1.00%, holding 68 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2012-06-28.

WASMX performance shows a YTD return of 8.59%. The 1-year return is 10.73% and the 5-year return is 5.38%. WASMX dividend yield stands at 1.51%, paid annually.

WASMX top holdings include I D E X Corporation (2.8%), Aiton Caldwell SA (2.5%), Hubbell Inc (2.4%), Cincinnati Financial Corp. (2.2%), Cullen/Frost Bankers, Inc. (2.1%). Go to all WASMX holdings, WASMX sectors, or WASMX dividends.

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