Walden Smid is trading at 24.92 as of the 24th of July 2025; that is 0.24 percent increase since the beginning of the trading day. The fund's open price was 24.86. Walden Smid has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests at least 80 percent 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. More on Walden Smid Cap
Walden Smid Cap [WASMX] is traded in USA and was established 24th of July 2025. Walden Smid 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 149.82 M in net assets with minimum initial investment of 100 K. Walden Smid Cap is currently producing year-to-date (YTD) return of 0.32% with the current yeild of 0.0%, while the total return for the last 3 years was 9.68%.
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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 Smid Cap 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.
Other Information on Investing in Walden Mutual Fund
Walden Smid 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 Smid security.