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Boston Trust Walden Smid Cap Fund: (MF: WASMX)

(NASDAQ Mutual Funds) As of May 15, 2026 05:41 PM ET

$23.85 USD

-0.25 (-1.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -0.61 95
3 months -2.88 97
6 months 2.34 92
1 Year 5.50 96
3 Year 7.59 92
5 Year 4.45 63
10 Year 9.48 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year -1.47
5 Year 4.44
10 Year 9.07
Since Inception 9.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.60 NA NA NA
2025 -2.83 1.29 1.40 0.55
2024 8.23 -6.63 11.11 -1.68
2023 3.77 2.16 -3.12 13.33
2022 -7.77 -13.03 -2.85 9.64
2021 10.00 5.38 0.66 11.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.610.3410.4016.39-14.5630.069.0926.16-5.5916.9220.08
% Total Return Rel to Index -0.26-17.87-14.61-9.853.641.38-9.31-5.32-1.19-4.878.15
% Total Return Rel to Peer -5.30-6.95-1.520.314.9510.75-9.900.735.181.324.13
% Perf Quintile vs Peer* 5.005.003.003.002.002.004.003.002.002.003.00
% Dividends 0.000.090.100.100.080.110.100.090.080.080.13
% Yield 0.400.380.400.410.410.450.500.480.530.490.86
Capital Gains ($) 0.000.310.310.010.881.020.240.860.580.290.65
Expense Ratio 0.001.001.001.001.001.001.001.001.001.001.00

* 1 = Top 20%, 5 = Bottom 20%