Boston Trust Walden SMID Cap (WASMX)
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Boston Trust Walden SMID Cap
BOSTON MA 43229
100 SUMMER STREET
BOSTON TRUST & WALDEN FUNDS
617-814-1215
Management Information
,Lead Manager since April 30, 2024
Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Blend
Fund FamilyBoston Trust Walden Funds
Net Assets249.8M
YTD Return2.03%
Yield0.44%
Morningstar Rating★★★★
Inception DateJun 27, 2012
Fund Operations
Last Dividend0.10
Last Cap Gain18.00
Holdings Turnover23.72%
Average for CategoryN/A
Fees & Expenses
ExpenseWASMXCategory Average
Annual Report Expense Ratio (net)1.00%0.94%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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