Walden Midcap Fund Quote
| WAMFX Fund | USD 22.66 0.07 0.31% |
PerformanceVery Weak
| Odds Of DistressLow
|
Walden Midcap is trading at 22.66 as of the 20th of March 2025; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 22.59. Walden Midcap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of mid cap companies. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase. More on Walden Midcap Fund
Moving together with Walden Mutual Fund
Walden Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Walden Midcap Fund [WAMFX] is traded in USA and was established 20th of March 2025. Walden Midcap is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund at this time has accumulated 113.73 M in net assets with minimum initial investment of 100 K. Walden Midcap is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.01%, while the total return for the last 3 years was 6.65%.
Check Walden Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walden Midcap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walden Midcap Fund Mutual Fund Constituents
| DG | Dollar General | Stock | Consumer Staples | |
| BKR | Baker Hughes Co | Stock | Energy | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| NDSN | Nordson | Stock | Industrials | |
| H | Hyatt Hotels | Stock | Consumer Discretionary | |
| ROP | Roper Technologies, | Stock | Industrials | |
| MTB | MT Bank | Stock | Financials | |
| NTRS | Northern Trust | Stock | Financials |
Walden Midcap Risk Profiles
| Mean Deviation | 0.7016 | |||
| Standard Deviation | 0.9385 | |||
| Variance | 0.8808 | |||
| Risk Adjusted Performance | (0.13) |
Walden Midcap Against Markets
Other Information on Investing in Walden Mutual Fund
Walden Midcap financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Midcap security.
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