Walden Smid Financials
| WASMX Fund | USD 27.17 0.46 1.72% |
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 Smid Fund Summary
Walden Smid competes with Walden Midcap, Calvert Small, Calvert International, Champlain Mid, and Cambiar Smid. 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.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 Smid Key Financial Ratios
Walden Financial Ratios 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 rated second in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 4,309 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.Walden Smid Cap Systematic Risk
Walden Smid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Walden Smid 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Walden Smid Cap correlated with the market. If Beta is less than 0 Walden Smid generally moves in the opposite direction as compared to the market. If Walden Smid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Walden Smid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Walden Smid is generally in the same direction as the market. If Beta > 1 Walden Smid moves generally in the same direction as, but more than the movement of the benchmark.
Walden Smid November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Walden Smid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Walden Smid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Walden Smid Cap 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 Smid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.685 | |||
| Information Ratio | 0.0329 | |||
| Maximum Drawdown | 4.39 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.62 |
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.
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