Skip to Content

Boston Trust Walden Midcap WAMFX

Quantitative rating as of
NAV / 1-Day Return
21.24  /  0.89 %
Total Assets
100.2 Mil
Adj. Expense Ratio
Expense Ratio
0.990%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.48%
Turnover
22%

Morningstar’s Analysis WAMFX

Will WAMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

An upgrade in People Pillar rating is the primary driver of Boston Trust Walden Midcap's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor