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Boston trust walden smid cap equity

WebApr 5, 2024 · Boston Trust Walden Funds Issuer Russell 2500 Benchmark 132.88 M Net Asset USD Currency 06/28/2012 Inception Yes Distributing Mid-Cap Blend Type United … 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 …

Boston Trust SMID Cap Fund

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. WebU.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 … bobby dean cook books https://ambertownsendpresents.com

Boston Trust SMID Cap Fund (BTSMX) - U.S. News & World Report

WebThe investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies. The fund invests, under normal circumstances, at least... WebComprised of ten funds, the Boston Trust Walden mutual funds provide accessibility to our proprietary investment strategies. Boston Trust Walden Inc. is an investment adviser … WebFeb 13, 2024 · BOSTON, Feb. 13, 2024 /PRNewswire/ -- Boston Trust Walden Company is pleased to announce several promotions.. Leanne Moore has been promoted to portfolio manager, joining the Small and SMID Cap ... clinical trials with jardiance

1. Account Registration - Boston Trust Walden

Category:Boston Trust Walden SMID Cap Fund

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Boston trust walden smid cap equity

Cap Core Equity Portfolio Manager Job Boston …

WebBoston Trust Walden Company is a Massachusetts chartered bank and trust company. Boston Trust Walden Inc. is a registered investment adviser and a wholly-owned subsidiary of Boston Trust Walden … WebBoston Trust Walden Inc. is a registered investment adviser and a wholly-owned subsidiary of Boston Trust Walden Company. Information presented does not …

Boston trust walden smid cap equity

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WebApply 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 … WebAug 31, 2024 · Boston Trust Walden Inc. is an investment adviser registered with the Securities & Exchange Commission (SEC) and a wholly owned subsidiary of Boston …

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. 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 …

WebReturn completed form to: Boston Trust Walden Funds P.O. Box 182198 Columbus, OH 43218‐2198 For assistance, call 1‐888‐248‐1954 WebFeb 28, 2024 · Boston Trust Walden SMID Cap WASMX Morningstar Analyst Rating Quantitative rating as of Feb 28, 2024 See Boston Trust & Walden Investment Hub …

WebDec 31, 2024 · Boston Trust Walden SMID Cap has a number of positive attributes that a sustainability-focused investor may find appealing. This fund has a Morningstar Sustainability Rating of 5 globes,...

WebBoston Trust Walden Company is a Massachusetts chartered bank and trust company. Boston Trust Walden Inc. is a registered investment adviser and a wholly-owned subsidiary of Boston Trust Walden … clinical trials yaleWebBoston 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 … clinical trial unit networkWebLeanne 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. bobby deaneWebMay 1, 2024 · Boston Trust SMID Cap Fund September 30, 2024 Return on Invested Capital (5 yrs) 14.6% 1.0% Return on Equity (5 yrs) 22.5% 7.8% ROIC Variablilty4 (5 yrs) 0.1 0.5 Sales Variability4 (5 yrs) 1.8 3.4 Weighted Avg. Market Cap. (Bil) $9.1 $5.5 ... Boston Trust SMID Cap Fund Boston Trust Walden Inc. (the “Adviser”) is the … clinical trial that payWebBoston Trust Walden Equity Fund: WSEFX : Status: Name: Ticker Symbol: CIK 0000882748 : Series S000009927 : Boston Trust Walden Small Cap Fund: ... Boston Trust Walden SMID Cap Fund: Class/Contract C000106779 : Boston Trust Walden SMID Cap Fund: WASMX : Status: Name: Ticker Symbol: CIK 0000882748 clinical trial that went wrong ukWebThe 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... bobby dean golf fittingWebBoston 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 clinical trial tirzepatide obesity