Boston Trust Walden SMID Cap Fund (WASMX) Fund Overview

Boston Trust Walden SMID Cap Fund (WASMX) Financial Services Profile

Boston Trust Walden SMID Cap Fund (WASMX) is an asset management fund focusing on small and mid-cap domestic equities while integrating ESG factors into its investment process. The fund benchmarks against the Russell 2500TM Index, offering investors exposure to a diversified portfolio of socially responsible companies within the financial services sector.

What Is the Investment Thesis for WASMX?

Boston Trust Walden SMID Cap Fund (WASMX) presents a notable research candidate for investors seeking exposure to the small and mid-cap equity market with a focus on ESG principles. The fund's value drivers include its active management style, diversified portfolio, and commitment to responsible investing. The fund's focus on ESG factors may attract investors who are increasingly concerned about the social and environmental impact of their investments. Growth catalysts for the fund include the increasing demand for ESG-focused investment products and the continued growth of the small and mid-cap equity market. The fund's ability to identify and invest in companies with strong ESG profiles could lead to outperformance compared to its peers. However, potential risks include market volatility, the potential for underperformance compared to the Russell 2500TM Index, and the challenges of integrating ESG factors into the investment process. As of 2026-03-17, the fund has a market cap of $0.33 billion and a beta of 0.97, indicating moderate volatility relative to the market.

Based on FMP financials and quantitative analysis

WASMX Key Highlights

The fund invests at least 80% of its assets in domestic equity securities of small and mid-cap companies, aligning with the Russell 2500TM Index.

• Boston Trust Walden integrates financially material environmental, social, and governance (ESG) factors into the investment decision-making process.
• The fund's market capitalization is $0.33 billion as of 2026-03-17, reflecting its focus on the small to mid-cap segment.
• The fund has a beta of 0.97, indicating a slightly lower volatility compared to the broader market.
• The fund does not offer a dividend yield, focusing instead on capital appreciation.

Who Are WASMX's Competitors?

WASMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are WASMX's Key Strengths?

Strong focus on ESG investing.

• Experienced investment team.
• Diversified portfolio of small and mid-cap stocks.

What Are WASMX's Weaknesses?

Relatively small market capitalization compared to larger asset managers.

• Dependence on investment performance to attract and retain investors.
• Limited geographic reach compared to global asset managers.

What Are the Key Risks for WASMX?

Market volatility and economic downturns could negatively impact the fund's performance.

• Increased competition from other asset managers could put pressure on fees and margins.
• Changes in investor sentiment towards ESG investing could lead to outflows from the fund.
• Unforeseen events or crises could disrupt the financial markets and negatively impact the fund's investments.

What Are WASMX's Competitive Advantages?

• Established track record in responsible investing.
• Expertise in integrating ESG factors into investment decisions.
• Strong brand reputation for ethical and sustainable investing.

What Does WASMX Do?

Boston Trust Walden SMID Cap Fund (WASMX) is an actively managed fund that focuses on investing in small and mid-cap companies within the domestic equity market. The fund's investment strategy is centered on identifying companies with strong growth potential while also adhering to environmental, social, and governance (ESG) principles. Boston Trust Walden, the fund's advisor, has a long history of responsible investing, dating back to its founding. The firm integrates ESG factors into its fundamental research process, seeking to identify companies that are not only financially sound but also demonstrate a commitment to sustainable business practices. The fund invests at least 80% of its assets in equity securities of small and mid-cap companies, defined as those within the market capitalization range of the Russell 2500TM Index at the time of purchase. This index serves as a benchmark for the fund's performance and provides a framework for its investment universe. The fund's portfolio is diversified across various sectors and industries, aiming to mitigate risk and capture growth opportunities across the small and mid-cap spectrum. The investment decision-making process involves a thorough evaluation of financial metrics, industry dynamics, and ESG considerations. Boston Trust Walden's approach to ESG integration is comprehensive, encompassing environmental factors such as climate change and resource management, social factors such as labor practices and human rights, and governance factors such as board diversity and executive compensation. The fund's investment team actively engages with companies to promote ESG best practices and advocate for positive change. By combining financial analysis with ESG insights, Boston Trust Walden SMID Cap Fund seeks to deliver long-term value to its investors while contributing to a more sustainable and equitable economy. The fund is available to investors through various channels, including retirement plans and individual investment accounts.

What Products and Services Does WASMX Offer?

• Invests in a diversified portfolio of domestic equity securities.
• Focuses on small and mid-cap companies.
• Evaluates environmental, social, and governance (ESG) factors.
• Targets companies within the Russell 2500TM Index market capitalization range.
• Actively manages the portfolio to achieve long-term capital appreciation.
• Engages with companies to promote ESG best practices.

How Does WASMX Make Money?

• Generates revenue through management fees charged as a percentage of assets under management (AUM).
• AUM is influenced by investment performance and investor inflows.
• Expenses include investment research, portfolio management, and administrative costs.

What Industry Does WASMX Operate In?

Boston Trust Walden SMID Cap Fund operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is experiencing a growing demand for ESG-focused investment products, driven by increasing awareness of social and environmental issues. The fund competes with other asset managers offering similar small and mid-cap equity strategies, including ARSMX (Adirondack Small Cap Mutual Fund), ARTZX (Artisan Small Cap Value Fund), BESIX (BlackRock Equity Dividend Fund), EFR (Eaton Vance Floating-Rate Income Trust), and MNOSX (Mairs & Power Small Cap Fund). The fund's success depends on its ability to generate competitive returns while adhering to its ESG principles. The asset management industry is also facing challenges from technological disruption and increasing regulatory scrutiny.

Who Are WASMX's Key Customers?

• Individual investors seeking exposure to small and mid-cap equities.
• Institutional investors looking for ESG-focused investment strategies.
• Retirement plans offering investment options to their participants.

WASMX Financials

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WASMX Analyst Consensus

WASMX MoonshotScore

Common Questions About WASMX (Financials)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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