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22.930
-0.070
-0.30%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 161.95M
Walden Midcap Fund
22.930
-0.070
-0.30%
- Overview
- Profile
- Historical Data
- Holdings
Boston Trust Walden Midcap Fund Overview
On this page you'll find an in-depth profile of Boston Trust Walden Midcap Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000TNPU among other information.
Investment Strategy
The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. 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.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark B. Zagata | Portfolio Manager | 2020 | Now |
| Biography | https://www.bostontrustwalden.com/people/mark-zagata-cfa/ | ||
| Richard Q. Williams | Portfolio Manager | 2017 | Now |
| Biography | https://www.bostontrustwalden.com/people/richard-q-williams-cfa/ | ||
| Stephen J. Amyouny | Portfolio Manager | 2011 | Now |
| Biography | https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/ | ||
| Belinda Cavazos | Portfolio Manager | 2017 | 2020 |
| Biography | Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. | ||
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