Nasdaq - Delayed Quote USD

Boston Trust Walden Midcap (WAMFX)

23.54 +0.01 (+0.04%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.75%
5y Average Return 9.52%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Sep 13, 2024) 29.47%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 29.47%
Worst 3Y Total Return 6.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WAMFX
Category
YTD
8.93%
17.04%
1-Month
0.77%
-0.01%
3-Month
5.88%
5.47%
1-Year
14.79%
50.44%
3-Year
5.67%
13.15%
5-Year
10.46%
13.75%
10-Year
9.95%
11.35%
Last Bull Market
24.63%
25.95%
Last Bear Market
-12.95%
-22.55%

Annual Total Return (%) History

Year
WAMFX
Category
2024
--
--
2023
13.88%
--
2022
-10.90%
--
2021
24.89%
--
2020
8.76%
12.39%
2019
28.38%
26.21%
2018
-3.58%
-11.15%
2017
19.62%
15.93%

2016
12.13%
14.14%
2015
-0.42%
-4.75%
2014
11.11%
7.80%
2013
29.47%
34.10%
2012
10.35%
16.15%
2011
--
-3.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.00% -5.39% -- --
2023 4.29% 2.52% -3.96% 10.92%
2022 -4.78% -12.95% -4.27% 12.28%
2021 6.90% 4.70% -0.36% 11.99%
2020 -24.05% 17.31% 5.76% 15.42%
2019 14.13% 4.90% 1.02% 6.16%
2018 -0.35% 2.62% 7.37% -12.19%
2017 4.97% 3.20% 1.98% 8.28%
2016 4.44% 2.33% 1.88% 2.98%
2015 2.71% -0.13% -5.87% 3.14%

2014 1.66% 2.84% -0.07% 6.34%
2013 11.87% 1.41% 7.52% 6.13%
2012 13.14% -5.04% 2.56% 0.15%
2011 12.20% -- -- --

Rank in Category (By Total Return)

YTD 85
1-Month 54
3-Month 37
1-Year 87
3-Year 33
5-Year 74

Load Adjusted Returns

1-Year 14.79%
3-Year 5.67%
5-Year 10.46%
10-Year 9.95%

Performance & Risk

YTD Return 8.75%
5y Average Return 9.52%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Boston Trust Walden Funds
Net Assets 145M
YTD Return 8.93%
Yield 0.48%
Morningstar Rating
Inception Date Aug 01, 2011

Fund Summary

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of mid cap companies. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) factors may affect a company's revenues, expenses, assets, liabilities, and overall risk.

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