WASMX Mutual Fund
WASMX Mutual Fund
Boston Trust Walden SMID Cap Fund
WASMX Mutual Fund Overview
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, Unknown, Information Technology. Inception date: 2012-06-28.
WASMX performance shows a YTD return of 5.89%. The 1-year return is 8.42% and the 5-year return is 5.26%. WASMX dividend yield stands at 1.55%, paid annually.
WASMX top holdings include Idex (2.8%), Aiton Caldwell SA (2.5%), Hubbell Inc. (2.4%), Cincinnati Financial Corp. (2.2%), Cullen/Frost Bankers, Inc. (2.1%). View all WASMX holdings, sector breakdown, or dividend history.
WASMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WASMX alternatives are available via the screener, along with tax-loss harvesting opportunities.