Boston Trust Walden Midcap Fund

Frequently Asked Questions About WAMFX

What does WAMFX invest in?

This fund typically commits a minimum of 80% of its capital to a varied collection of U.S. stocks issued by companies of medium market capitalization. The Adviser defines these midcap companies as those whose market value falls within the range of the Russell Midcap® Index at the point of purchase. Crucially, the Adviser integrates the evaluation of financially significant environmental, social, and governance (ESG) factors into the fund's investment decision-making process.

What is the expense ratio of WAMFX?

Boston Trust Walden Midcap Fund (WAMFX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WAMFX?

Boston Trust Walden Midcap Fund (WAMFX) manages $155.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WAMFX actively managed or an index fund?

WAMFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WAMFX launched?

Boston Trust Walden Midcap Fund (WAMFX) launched in August 2011 and is managed by the fund issuer.

How has WAMFX performed?

WAMFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.