Walden Midcap Financials
| WAMFX Fund | USD 25.23 0.03 0.12% |
WALDEN |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Walden Midcap Fund Summary
Walden Midcap competes with Boston Trust, Walden Equity, Mid Cap, Blackrock Total, and Boston Trust. The fund invests, under normal circumstances, at least 80 percent 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 factors may affect a companys revenues, expenses, assets, liabilities, and overall risk.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | BOSTON TRUST WALDEN |
| Mutual Fund Family | Boston Trust Walden Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 282 8782 |
| Currency | USD - US Dollar |
Walden Midcap Key Financial Ratios
WALDEN Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Midcap's current stock value. Our valuation model uses many indicators to compare Walden Midcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Midcap competition to find correlations between indicators driving Walden Midcap's intrinsic value. More Info.Walden Midcap Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walden Midcap Fund is roughly 6.08 . 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 Midcap's earnings, one of the primary drivers of an investment's value.Walden Midcap Systematic Risk
Walden Midcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Walden Midcap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Walden Midcap correlated with the market. If Beta is less than 0 Walden Midcap generally moves in the opposite direction as compared to the market. If Walden Midcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Walden Midcap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Walden Midcap is generally in the same direction as the market. If Beta > 1 Walden Midcap moves generally in the same direction as, but more than the movement of the benchmark.
Walden Midcap November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Walden Midcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Walden Midcap Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Walden Midcap Fund based on widely used predictive technical indicators. In general, we focus on analyzing WALDEN Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Walden Midcap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6023 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 3.44 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 1.41 |
Other Information on Investing in WALDEN Mutual Fund
Walden Midcap 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 Midcap security.
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