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Walden SMID Cap Fund

WASMX:US
NASDAQ GM
17.21
USD
0.05
0.29%
As of 5/25/2018
Fund Type
Open-End Fund
52Wk Range
14.69 - 17.77
1 Yr Return
15.22%
YTD Return
3.12%
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Previous Close
17.26
52Wk Range
14.69 - 17.77
1 Yr Return
15.07%
YTD Return
3.12%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/25/2018)
17.21
Total Assets (m USD) (on 05/25/2018)
53.258
Inception Date
06/28/2012
Last Dividend (on 12/12/2017)
0.086989
Dividend Indicated Gross Yield
0.51%
Fund Managers
KENNETH P SCOTT / BELINDA CAVAZOS
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.75%
Expense Ratio
1.00%

Top Fund Holdings

Name Position Value % of Fund
5.63 k 823.50 k 1.81
3.65 k 781.57 k 1.71
3.90 k 753.44 k 1.65
5.40 k 730.84 k 1.60
5.50 k 721.71 k 1.58
6.30 k 717.57 k 1.57
2.90 k 677.93 k 1.49
4.40 k 671.48 k 1.47
13.43 k 657.15 k 1.44
7.60 k 655.73 k 1.44
Profile
Walden SMID Cap Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital growth. The Fund invests in equity securities, such as common and preferred stocks of domestic and foreign small and mid cap companies with innovative products and processes.
Address
Boston Trust & Walden Funds/The
4400 Easton Commons, Suite 200
Columbus, Ohio 43219
Phone
-
Website
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