Nasdaq - Delayed Quote • USD
Boston Trust Walden Midcap (WAMFX)
At close: September 13 at 8:01 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- RBC Wealth Management-Advisory Eligible
- CommonWealth NTF
- Vanguard NTF
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Ameritas NTFN
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Allowab (non-advisory)
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.
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 |
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 |
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