Walden Smid Cap Fund Quote
| WASMX Fund | USD 27.17 0.46 1.72% |
Performance15 of 100
| Odds Of DistressLess than 16
|
Walden Smid is trading at 27.17 as of the 26th of November 2024; that is 1.72 percent increase since the beginning of the trading day. The fund's open price was 26.71. Walden Smid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Walden Smid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Walden Smid Cap
Moving together with Walden Mutual Fund
Walden Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Walden Smid Cap [WASMX] is traded in USA and was established 26th of November 2024. Walden Smid is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund at this time has accumulated 149.82 M in net assets with minimum initial investment of 100 K. Walden Smid Cap is currently producing year-to-date (YTD) return of 17.67% with the current yeild of 0.0%, while the total return for the last 3 years was 5.95%.
Check Walden Smid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walden Smid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walden Smid Cap Mutual Fund Constituents
| SBNY | Signature Bank | Pink Sheet | Financials | |
| IPGP | IPG Photonics | Stock | Information Technology | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| SEIC | SEI Investments | Stock | Financials | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| PKI | PerkinElmer | Stock | Health Care | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| WAT | Waters | Stock | Health Care |
Walden Smid Cap Risk Profiles
| Mean Deviation | 0.64 | |||
| Semi Deviation | 0.4763 | |||
| Standard Deviation | 0.8396 | |||
| Variance | 0.7049 |
Walden Smid Against Markets
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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