Boston Trust Walden Midcap Fund
WAMFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Beacon Street Boston MA United States of America 02108
- IPO Date
- Aug 1, 2011
- CIK
- 0000882748
- Website
- bostontrustwalden.com
- Similar Companies
- Business
- Boston Trust Walden Midcap Fund (WAMFX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in mid-capitalization companies demonstrating sustainable environmental, social, and governance (ESG) practices. The fund allocates assets across diverse sectors including technology, healthcare, industrials, consumer discretionary, and financials; it holds equity securities of U.S. mid-cap companies with market capitalizations typically between $2 billion and $10 billion, selected through rigorous fundamental analysis emphasizing responsible corporate behavior, ethical management, and positive societal impact. Investments include common stocks, preferred stocks, and convertible securities; the fund may also engage in securities lending and utilize derivatives such as futures and options for hedging purposes. Managed by Boston Trust Walden Investment Advisers, LLC, the fund operates within the responsible investing segment of the asset management industry, targeting institutional and individual investors seeking ESG-integrated mid-cap exposure. It maintains a portfolio of approximately 50-70 holdings to mitigate risk while pursuing growth; geographic focus remains predominantly on the United States, with limited exposure to developed international markets. The adviser, headquartered in Boston, Massachusetts, and founded in 1986 as part of the broader Boston Trust & Investment Management Company established in 1967, oversees approximately $5 billion in assets across its suite of sustainable funds. Recent developments include a strategic enhancement to the fund's ESG screening process in 2024, incorporating advanced climate risk analytics and biodiversity impact assessments to align with evolving regulatory standards such as the SEC's climate disclosure rules. In early 2025, the fund completed a portfolio rebalancing initiative amid market volatility, increasing allocations to resilient healthcare and clean technology holdings while reducing exposure to high-emission industrials. No major acquisitions, funding rounds, or name changes have occurred within the last two years; however, the firm announced a partnership with leading ESG data providers to bolster proprietary research capabilities.