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Boston Trust Walden Smid Cap Fund (WASMX)

US Funds

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24.690 +0.250 +1.02%

06/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 310.06M

General
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WASMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Walden SMID Cap Fund (WASMX) fund. Our Walden SMID Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.170	1.170	0.000
Stocks	98.830	98.830	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.577	17.502
Price to Book	3.551	2.461
Price to Sales	2.498	1.602
Price to Cash Flow	15.968	11.044
Dividend Yield	1.354	1.441
5 Years Earnings Growth	8.278	11.664

Sector Allocation

Name	Net %	Category Average
Industrials	25.530	18.900
Technology	18.170	16.088
Financial Services	17.960	16.499
Healthcare	12.250	10.146
Consumer Cyclical	11.230	13.079
Real Estate	6.230	7.060
Consumer Defensive	6.210	4.317
Basic Materials	1.540	4.718
Communication Services	0.890	2.799

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 91

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Applied Industrial Technologies	US03820C1053	2.56	230.01	+0.44%
Qualys	US74758T3032	2.33	127.34	-1.82%
SEI	US7841171033	2.33	75.77	-0.28%
Check Point Software	IL0010824113	2.32	230.20	+3.01%
FactSet Research	US3030751057	2.10	440.73	-0.22%
IDEX	US45167R1041	2.06	187.66	+0.10%
Cullen/Frost Bankers	US2298991090	2.05	129.13	+0.99%
Waters	US9418481035	2.03	392.99	+1.72%
BJs Wholesale Club	US05550J1016	2.01	115.50	+2.82%
Cooper	US2166485019	2.01	85.00	-6.57%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.38B	-0.50	5.99	9.48
Boston Trust SMID Cap Fund	819.85M	0.76	5.80	9.58
Boston Trust Asset Management	560.45M	2.11	5.99	8.53
Walden Equity	256.68M	13.55	6.26	11.13
Boston Trust Midcap Fund	249.83M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden SMID Cap F.	24.690	+0.250	+1.02%