About WAMFX
The Boston Trust Walden Midcap Fund is an actively managed, open-end mutual fund focused on long-term capital growth by investing in U.S. mid-cap companies. Its strategy centers on constructing a diversified portfolio of high-quality, reasonably valued stocks, with an emphasis on firms demonstrating business stability, prudent capital management, and sustainable growth opportunities. The fund invests at least 80% of its assets in domestic mid-cap equities, targeting companies whose market capitalization falls within the range of the Russell Midcap Index. Boston Trust Walden seeks to differentiate itself through rigorous security selection and a disciplined approach to valuation, profitability, and risk management. As such, the fund plays a meaningful role for investors seeking exposure to the mid-cap segment, which often serves as a dynamic bridge between growth and value within the broader equity market. With over a decade of management by an experienced, employee-owned advisory team, the fund aims to capture the long-run return potential of fundamentally sound U.S. mid-sized enterprises across a variety of sectors, including technology, financial services, utilities, and consumer staples.
Fund Family Boston Trust Walden Funds
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol WAMFX
Index Russell MidCap TR
WAMFX had a total return of 6.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.07%.
