Boston Trust Walden SMID Cap Fund

Frequently Asked Questions About WASMX

What does WASMX invest in?

This fund commits a minimum of 80% of its capital to a wide array of U.S. stocks from small and mid-sized companies. The investment manager classifies small and mid-cap issuers based on their market capitalization aligning with the Russell 2500TM Index's range at the point of purchase. Additionally, the manager incorporates an analysis of financially significant environmental, social, and governance (ESG) aspects into the fund's investment selection process.

What is the expense ratio of WASMX?

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

How big is WASMX?

Boston Trust Walden SMID Cap Fund (WASMX) manages $288.7M 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 WASMX actively managed or an index fund?

WASMX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WASMX's is 1.00%) in exchange for the discretion to over- or under-weight positions.

When was WASMX launched?

Boston Trust Walden SMID Cap Fund (WASMX) launched in June 2012 and is managed by the fund issuer.

How has WASMX performed?

WASMX'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.