Boston Trust Walden SMID Cap Fund

Frequently Asked Questions About WASMX

What are the top holdings of WASMX?

Boston Trust Walden SMID Cap Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.

How many holdings does WASMX have?

WASMX holds — positions as reported by the fund's most recent disclosure.

What sectors does WASMX invest in?

Boston Trust Walden SMID Cap Fund (WASMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is WASMX most exposed to?

WASMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is WASMX a US-only fund?

The country allocation card on this page shows WASMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.