Boston Trust Walden SMID Cap Fund
WASMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Beacon Street Boston MA United States of America 02108
- IPO Date
- Jun 29, 2012
- CIK
- 0000882748
- Website
- bostontrustwalden.com
- Similar Companies
- Business
- Boston Trust Walden SMID Cap Fund (WASMX) is an open-end mutual fund that seeks long-term capital growth through an actively managed, diversified portfolio of equity securities issued by small- and mid-capitalization (SMID cap) companies, with at least 80% of assets invested in domestic U.S. stocks across sectors including industrials (25.53%), financial services (18.41%), technology (18.01%), healthcare (12.59%), and consumer cyclical (10.24%); the fund maintains a blend investment style in the mid-cap category, with total net assets of approximately $294 million, a net expense ratio of 1.00%, daily pricing, and a minimum initial investment of $100,000. Managed by Boston Trust Walden Company, an independent employee-owned investment management firm founded in 1974 and headquartered at One Beacon Street, 33rd Floor, Boston, Massachusetts, the fund primarily targets institutional and high-net-worth individual investors in the United States, with a portfolio emphasizing high-quality companies and exposure to U.S. equities (97.06%), minor non-U.S. stocks (2.04%), and cash (0.90%). The fund, launched on June 28, 2012, features a low turnover rate of around 24% and is available exclusively in the U.S. market through intermediaries, with current portfolio managers including Richard Williams (lead since 2017), Leanne Moore (since 2020), and Bradley Hunnewell (since June 2024). In recent developments, Boston Trust Walden announced significant portfolio management team transitions effective December 31, 2025, including Kenneth Scott stepping down as co-manager of the SMID Cap strategy after 25 years to focus on his role as Co-Chief Executive Officer, solidifying Richard Williams' leadership alongside Leanne Moore and Bradley Hunnewell as part of a multi-year evolution begun in 2024; these changes coincide with broader firm adjustments in multi-asset and international equity strategies. The firm, which manages $16.6 billion in assets as of September 30, 2025, continues its principled investing approach with emphasis on impact and ESG leadership, rooted in its history as a Massachusetts-chartered bank and trust company with wholly owned subsidiary Boston Trust Walden Inc.