Nasdaq - Delayed Quote USD
Boston Trust Walden SMID Cap (WASMX)
24.69
+0.31
+(1.27%)
At close: 8:02:20 PM EDT
Fund Summary
The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) risks and opportunities may affect a company's revenues, expenses, assets, liabilities, and overall risk.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.18% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -2.23% |
| 5y Average Return | 13.54% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WASMX | Category Average | WASMX | Category Average | WASMX | Category Average | |
| Alpha | -5.23 | -0.06 | -2.23 | -0.05 | -2.86 | -0.04 |
| BETA | 1 | 0.01 | 0.94 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.64 | 0.01 | 1.07 | 0.01 | 0.83 | 0.01 |
| R-squared | 78.44 | 0.88 | 78.96 | 0.85 | 83.9 | 0.84 |
| Standard Deviation | 18.48 | 0.23 | 17.04 | 0.19 | 16.63 | 0.17 |
| Sharpe Ratio | 0.16 | 0.01 | 0.59 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | 1.45 | 0.11 | 9.79 | 0.11 | 6.91 | 0.1 |
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