WAMFX
Price:
$23.55
Market Cap:
$164.32M
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.
Industry
Asset Management
IPO Date
2011-08-01
Stock Exchange
NASDAQ
Ticker
WAMFX
According to Boston Trust Walden Midcap Fund’s latest financial reports and current stock price. The company's current ROE is 18.71%. This represents a change of 315.04% compared to the average of 4.51% of the last 4 quarters.
The mean historical ROE of Boston Trust Walden Midcap Fund over the last ten years is 7.76%. The current 18.71% ROE has changed 141.15% with respect to the historical average. Over the past ten years (40 quarters), WAMFX's ROE was at its highest in in the March 2023 quarter at 5.85%. The ROE was at its lowest in in the June 2022 quarter at -11.63%.
Average
7.76%
Median
11.98%
Minimum
-20.58%
Maximum
24.65%
Discovering the peaks and valleys of Boston Trust Walden Midcap Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 84.37%
Maximum Annual ROE = 24.65%
Minimum Annual Increase = -5036.20%
Minimum Annual ROE = -20.58%
Year | ROE | Change |
---|---|---|
2023 | 17.68% | -185.93% |
2022 | -20.58% | -201.08% |
2021 | 20.36% | 48.75% |
2020 | 13.69% | -44.48% |
2019 | 24.65% | -330.88% |
2018 | -10.68% | -173.69% |
2017 | 14.49% | 84.37% |
2016 | 7.86% | -5036.20% |
2015 | -0.16% | -101.55% |
2014 | 10.27% | -45.43% |
The current ROE of Boston Trust Walden Midcap Fund (WAMFX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
5.82%
5-year avg
11.16%
10-year avg
7.76%
Boston Trust Walden Midcap Fund’s ROE is greater than iShares Total US Stock Market Idx Inv A (0%), greater than Boston Trust Walden Small Cap Fund (-1.34%), greater than Boston Trust Midcap Fund (0%), greater than Boston Trust Walden Equity Fund (0%),
Company | ROE | Market cap |
---|---|---|
0% | $3.94B | |
-1.34% | $1.34B | |
0% | $241.53M | |
0% | $241.77M |
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