Boston trust walden smid cap equity
WebThe Fund is comprised primarily of equity securities and is subject to market risk. Stocks may decline due to general market and economic conditions or due to company specific circumstances. The Fund is comprised of small-mid capitalization (“SMID cap”) stocks. WebMar 31, 2024 · The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase.
Boston trust walden smid cap equity
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WebLeanne is a Portfolio Manager for the Small and SMID Cap equity strategies. She is a member of the Investment Committee and provides primary research and analysis in the consumer discretionary, consumer staples, and health care sectors. She is also a member of the ESG Research & Engagement Committee. WebApr 5, 2024 · Boston Trust SMID Cap 20.16% 18.39% -5.62% 26.74% 8.26% 30.46% -12.04% 0.15% S&P 500 Total Return 11.96% 21.83% -4.38% 31.49% 18.40% 28.71% -18.11% 7.03% Boston Trust Walden SMID Cap 20.11% 16.94% -5.59% 26.12% 9.13% 30.08% -14.59% 1.17% Bridge Builder Tax Managed Sm/Md Cp --
WebApr 6, 2024 · Key Data Boston Trust Walden Company Issuer Russell 2500 Benchmark 260.42 M Net Asset USD Currency 12/16/2024 Inception Yes Distributing Mid-Cap Blend … WebBoston Trust Walden Small Cap Fund has an expense ratio of 1.00 percent. Net Expense Ratio 1 Category Average: 1.06%* Management 0.75 Category Average: 0.69%* SEE …
WebBoston Trust Walden Inc 1 Beacon Street, 33rd Floor, Boston, MA 02108 (617) 726-7250 www.bostontrustwalden.com PORTFOLIO MANAGEMENT Lead Portfolio Manager Kenneth Scott, CFA Portfolio Managers Leanne Moore Richard Q. Williams, CFA Boston Trust Walden SMID Cap Fund March 31, 2024 0% 5% 10% 15% 20% Comm. Services …
WebApr 5, 2024 · Boston Trust Walden SMID Cap Fund Fund , WASMX 19.84 -0.16 -0.80% 04/05/2024 12:00 AM NAV Add to watchlist NAV 19.84 Nav 04/06/2024 Last Update Ratings Morningstar Rating Sustainability...
WebBoston Trust alden Inc 1 Beacon Street, 33rd Floor, Boston, MA 02108 (617) 726-7250 www.bostontrustwalden.com PORTFOLIO MANAGEMENT Lead Portfolio Manager Kenneth Scott, CFA Portfolio Managers Belinda Cavazos, CFA Richard Q. Williams, CFA Boston Trust SMID Cap fund September 30, 2024 0% 5% 10% 15% 20% Comm. Services … how important are computer skillsWebBoston Trust Walden SMID Cap Fund (WASMX) Boston Trust Walden Small Cap Fund (BOSOX) Boston Trust Walden International Equity Fund (WIEFX) Prospectus dated May 1, 2024 how important are ap examsWebComprised of ten funds, the Boston Trust Walden mutual funds provide accessibility to our proprietary investment strategies. Boston Trust Walden Inc. is an investment adviser … how important are chipset driversWebU.S. Mid-Cap Blend Equity fund company Boston Trust Walden Funds Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 1.2% 1 yr return -9.3% 3 Yr Avg Return 11.2% 5 Yr Avg Return 3.7% Net Assets $101 M Holdings in Top 10 21.5% 52 WEEK LOW AND HIGH $20.0 $18.54 $22.37 Expenses OPERATING FEES … high hand nursery rocklin caWebAug 31, 2024 · Boston Trust Walden Inc. is an investment adviser registered with the Securities & Exchange Commission (SEC) and a wholly owned subsidiary of Boston … how important are adrenal glandsWebApply for a BOSTON TRUST WALDEN COMPANY Small Cap Core Equity Portfolio Manager job in Boston, MA. Apply online instantly. View this and more full-time & part … high hand nursery loomis californiaWebBoston Trust Walden was an early signatory to the NZAM initiative, which galvanizes asset management firms to use their influence in the capital markets to bring the world closer to achieving the goals of the Paris … high hands in golf backswing