Walden Smid Financial Statements From 2010 to 2026
| WASMX Fund | USD 24.46 0.11 0.45% |
Check Walden Smid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Walden Smid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Walden financial statements analysis is a perfect complement when working with Walden Smid Valuation or Volatility modules.
Walden |
Walden Smid Cap Mutual Fund Net Asset Analysis
Walden Smid's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Walden Smid Net Asset | 335.07 M |
Most of Walden Smid's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Walden Smid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Walden Smid Cap has a Net Asset of 335.07 M. This is much higher than that of the Boston Trust Walden Funds family and significantly higher than that of the Mid-Cap Blend category. The net asset for all United States funds is notably lower than that of the firm.
Walden Smid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Smid's current stock value. Our valuation model uses many indicators to compare Walden Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Smid competition to find correlations between indicators driving Walden Smid's intrinsic value. More Info.Walden Smid Cap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 308.83 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Walden Smid's earnings, one of the primary drivers of an investment's value.About Walden Smid Financial Statements
Walden Smid investors use historical fundamental indicators, such as Walden Smid's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Walden Smid. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance risks and opportunities may affect a companys revenues, expenses, assets, liabilities, and overall risk.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| JBL | Jabil Circuit | |
| MRK | Merck Company | |
| AMGN | Amgen Inc |
Other Information on Investing in Walden Mutual Fund
Walden Smid financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Smid security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |