Mutual Funds - Profile

Walden SMID Cap Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.

The investment process is designed to highlight companies with superior financial strength.

The research team combines quantitative and qualitative techniques to highlight companies based on strengths in profitability and cash generation, balance sheet sustainability, growth, and earnings quality.

Next, the team favors companies trading at reasonable valuations and exhibiting durable business models, market leaders with distinct products or services.

The investment team also considers environmental, social and governance factors when assessing investment opportunities. 

More

Price

  • Last Close
  • $22.16
    -0.76
  • 52 Week HL
  • $24.1 - $18.49
  • Net Assets
  • $186.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Kenneth P. Scott
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-7.6 % YTD

  • 3 Year
  • 22.43%
  • 5 Year
  • 38.36%
  • Best
  • 30.24%
    2013
  • Worst
  • -7.63%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
WASMX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.6% 10% -24.1% 14% 0.3% 4.4% 4.7% 4.7% 0.9% 9.7% -
Q2 - 5.4% 16.8% 2.9% 6% 2.6% 1.3% -0.8% 1.5% 3.3% -
Q3 - 5.4% 4.4% 0.1% 5% 1.2% 5% -9.1% -5.6% 7.1% -
Q4 - 4.6% 15.8% 0.7% -13.1% 7.1% 7.9% 3.2% 7.2% 7.5% -

Returns +
M

J F M A M J J A S O N D
2022 -7.6% - - - - - - - - - - -
2021 -0.1% 4.5% 5.3% 4.1% 0.9% 0.4% 2% 2.5% 0.8% 1.2% -1% 1.1%

Annual
Return

Index Comparison

Alpha

NAV