Boston Trust Walden Midcap Fund (WAMFX)
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
Fund Info
US1011568003
101156800
Aug 1, 2011
$100,000
Mid-Cap
Blend
Expense Ratio
WAMFX has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Boston Trust Walden Midcap Fund (WAMFX) returned 0.13% year-to-date (YTD) and 5.84% over the past 12 months. Over the past 10 years, WAMFX returned 4.70% annually, underperforming the S&P 500 benchmark at 10.85%.
WAMFX
0.13%
3.98%
-8.42%
5.84%
3.52%
7.16%
4.70%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WAMFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.92% | -1.57% | -2.49% | -2.51% | 3.98% | 0.13% | |||||||
| 2024 | -1.35% | 5.00% | 4.27% | -6.08% | 1.42% | -0.68% | 5.78% | 0.77% | 2.22% | -1.63% | 7.18% | -8.54% | 7.37% |
| 2023 | 5.55% | -1.91% | 0.73% | -0.19% | -4.70% | 7.78% | 3.11% | -1.97% | -5.00% | -3.88% | 8.64% | 1.68% | 9.02% |
| 2022 | -6.19% | -1.09% | 2.62% | -6.63% | 0.91% | -7.61% | 8.70% | -3.98% | -8.28% | 8.98% | 7.60% | -8.73% | -15.08% |
| 2021 | -1.88% | 3.31% | 5.46% | 4.27% | 0.55% | -0.14% | 2.40% | 2.08% | -4.68% | 5.96% | -1.93% | 3.03% | 19.39% |
| 2020 | -1.55% | -8.85% | -13.82% | 9.19% | 5.38% | 0.12% | 4.86% | 3.09% | -2.16% | 0.68% | 10.70% | 0.76% | 5.83% |
| 2019 | 7.71% | 5.07% | 0.85% | 4.16% | -5.89% | 7.00% | 0.75% | -2.82% | 3.18% | 0.69% | 3.27% | -3.95% | 20.78% |
| 2018 | 4.41% | -4.17% | -0.41% | -0.29% | 1.52% | 1.38% | 3.63% | 2.63% | 0.96% | -6.81% | 3.85% | -14.54% | -9.19% |
| 2017 | 1.88% | 3.29% | -0.26% | 0.70% | 1.27% | 1.19% | -0.50% | -1.00% | 3.52% | 2.73% | 4.67% | -2.17% | 16.21% |
| 2016 | -4.52% | 1.88% | 7.37% | 0.76% | 1.29% | 0.27% | 2.21% | 0.66% | -0.98% | -3.42% | 4.84% | -2.38% | 7.63% |
| 2015 | -2.57% | 5.07% | 0.33% | -0.53% | 0.99% | -0.59% | 1.85% | -5.12% | -2.59% | 6.03% | 0.46% | -7.71% | -5.08% |
| 2014 | -2.96% | 4.55% | 0.21% | -1.07% | 1.37% | 2.55% | -2.35% | 4.60% | -2.17% | 3.94% | 1.86% | -3.07% | 7.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAMFX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Boston Trust Walden Midcap Fund (WAMFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Boston Trust Walden Midcap Fund provided a 3.49% dividend yield over the last twelve months, with an annual payout of $0.80 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.80 | $0.80 | $1.04 | $1.10 | $1.13 | $0.63 | $1.25 | $1.10 | $0.58 | $0.75 | $0.77 | $0.58 |
Dividend yield | 3.49% | 3.49% | 4.84% | 5.55% | 4.82% | 3.21% | 6.68% | 7.08% | 3.35% | 5.06% | 5.54% | 3.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Trust Walden Midcap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.80 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $1.04 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.25 | $1.25 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2014 | $0.58 | $0.58 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Trust Walden Midcap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Boston Trust Walden Midcap Fund was 38.48%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.
The current Boston Trust Walden Midcap Fund drawdown is 8.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.48% | Nov 29, 2019 | 78 | Mar 23, 2020 | 166 | Nov 16, 2020 | 244 |
| -22.97% | Sep 24, 2018 | 64 | Dec 24, 2018 | 212 | Oct 28, 2019 | 276 |
| -22.55% | Nov 17, 2021 | 219 | Sep 30, 2022 | 494 | Sep 19, 2024 | 713 |
| -19.77% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -17.59% | Aug 18, 2015 | 107 | Jan 20, 2016 | 216 | Nov 25, 2016 | 323 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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