Boston Trust Walden SMID Cap Fund (WASMX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Boston Trust Walden SMID Cap Fund (WASMX) trades at $27.18 with AI Score 46/100 (Grade C). Boston Trust Walden SMID Cap Fund (WASMX) invests primarily in domestic equity securities of small and mid-cap companies… Market cap: $315M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for WASMX: WASMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WASMX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WASMX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $315M 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ARSMX AMG River Road Small-Mid Cap Value Fund - Class N | $10.58 | -0.47% | $338M | 46 |
| ARTZX Artisan Sustainable Emerging Markets Fund - Investor Shares | $28.28 | +0.96% | $375M | — |
| BESIX William Blair Emerging Markets Small Cap Growth Fund Class I | $26.08 | +0.58% | $452M | 44 |
| EFR Eaton Vance Senior Floating-Rate Trust | $10.52 | -1.31% | $311M | 47 |
| MNOSX Manning & Napier Overseas Series Class S | $39.70 | -0.20% | $312M | — |
| PLTS Platinum Analytics Cayman Ltd. | $17.50 | +0.00% | $316M | 68 |
| LEGO Legato Merger Corp. | $10.00 | +0.10% | $313M | 67 |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
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 Could Drive WASMX Stock Higher?
Increasing investor demand for ESG-focused investment strategies may drive inflows into the fund.
- Positive performance of small and mid-cap equities relative to other asset classes could attract new investors.
- Potential changes in government regulations related to ESG investing could create new opportunities for the fund.
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 the Growth Opportunities for WASMX?
- Expansion of ESG-focused investment products: The increasing demand for ESG-focused investments presents a significant growth opportunity for Boston Trust Walden SMID Cap Fund. As investors become more aware of the social and environmental impact of their investments, they are increasingly seeking out funds that align with their values. The fund can capitalize on this trend by expanding its marketing efforts and developing new ESG-focused investment products.
- Increased adoption of responsible investing by institutional investors: Institutional investors, such as pension funds and endowments, are increasingly adopting responsible investing practices, including ESG integration. This trend presents a significant opportunity for Boston Trust Walden SMID Cap Fund to attract new institutional clients. The fund can leverage its expertise in ESG investing to develop customized investment solutions for institutional investors. The institutional market represents a large and stable source of capital for the fund.
- Growing awareness of the financial benefits of ESG investing: Research has shown that companies with strong ESG performance tend to outperform their peers over the long term. This growing awareness of the financial benefits of ESG investing is driving increased demand for ESG-focused investment products. Boston Trust Walden SMID Cap Fund can leverage this trend by highlighting the financial benefits of its ESG investment strategy. By demonstrating that ESG investing can generate competitive returns, the fund can attract a wider range of investors.
- Development of new ESG data and analytics tools: The development of new ESG data and analytics tools is making it easier for asset managers to integrate ESG factors into their investment process. These tools provide more comprehensive and reliable data on companies' ESG performance, allowing asset managers to make more informed investment decisions. Boston Trust Walden SMID Cap Fund can leverage these new tools to enhance its ESG integration process and improve its investment performance. The availability of better ESG data and analytics is a key driver of growth in the ESG investing market.
- Expansion into new geographic markets: Boston Trust Walden SMID Cap Fund can expand its reach by targeting new geographic markets where ESG investing is gaining traction. For example, Europe and Asia are experiencing rapid growth in ESG investing, presenting opportunities for the fund to attract new investors. By establishing a presence in these markets and tailoring its investment products to local preferences, the fund can diversify its investor base and increase its assets under management.
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.
Boston Trust Walden SMID Cap Fund (WASMX) Valuation Context
Relative to its peer group, WASMX's quantitative score of 46/100 is roughly in line with the peer average of 46/100.
WASMX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on ESG investing.
- Experienced investment team.
- Diversified portfolio of small and mid-cap stocks.
- Ongoing: Increasing investor demand for ESG-focused investment strategies may drive inflows into the fund.
Bear Case
- 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.
- Potential: Market volatility and economic downturns could negatively impact the fund's performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
WASMX Latest News
No recent news available for WASMX.
WASMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WASMX.
Price Targets
Wall Street price target analysis for WASMX.
WASMX MoonshotScore
What does this score mean?
The MoonshotScore rates WASMX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About WASMX (Financial Services)
What does the AI Score mean for WASMX?
WASMX holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Boston Trust Walden SMID Cap Fund (WASMX) invests primarily in domestic equity securities of small and mid-cap companies, integrating environmental, social, and governance (ESG) factors into its …
What does Boston Trust Walden SMID Cap Fund do?
Boston Trust Walden SMID Cap Fund is an investment fund that focuses on investing in small and mid-sized companies while integrating environmental, social, and governance (ESG) factors into its investment decisions. The fund aims to provide long-term capital appreciation by selecting companies that demonstrate strong financial performance and a commitment to sustainable business practices.
What are the main risks for WASMX?
The main risks for Boston Trust Walden SMID Cap Fund include market risk, which is the risk that the overall stock market will decline, negatively impacting the fund's performance. Small and mid-cap stocks can be more volatile than large-cap stocks, increasing the fund's sensitivity to market fluctuations.
How does Boston Trust Walden SMID Cap Fund make money in financial services?
Boston Trust Walden SMID Cap Fund generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The more assets the fund manages, the higher the revenue generated. The fund's ability to attract and retain investors, as well as its investment performance, directly impacts its AUM and, consequently, its revenue.
How is Boston Trust Walden SMID Cap Fund adapting to fintech disruption?
While specific initiatives are not detailed in provided sources, Boston Trust Walden SMID Cap Fund, like other asset managers, likely leverages fintech to enhance its operations and investment processes.
What are the key factors to evaluate for WASMX?
Boston Trust Walden SMID Cap Fund (WASMX) holds an AI score of 46/100 (low). 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. Not financial advice.
How frequently does WASMX data refresh on this page?
WASMX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WASMX's recent stock price performance?
Boston Trust Walden SMID Cap Fund (WASMX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on ESG investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WASMX overvalued or undervalued right now?
Boston Trust Walden SMID Cap Fund (WASMX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on the available source data and may not be exhaustive.
- AI analysis is pending for WASMX, limiting the availability of analyst insights.