WASMX
Boston Trust Walden SMID Cap Fund
1W: -0.5%
1M: -2.0%
3M: -0.6%
YTD: +6.8%
1Y: +6.3%
3Y: +33.3%
5Y: +26.1%
$26.29
+0.16 (+0.61%)
Weekly Expected Move ±1.3%
$25
$26
$26
$26
$27
Similar ETFs
20 peers by holdings overlap (69 holdings)
WAMFX
Boston Trust Walden Midcap Fund
53.9%
Shared43 holdings
Total73
AUM$154M
Price$24.16
BTMFX
Boston Trust Midcap Fund
53.2%
Shared43 holdings
Total75
AUM$167M
Price$24.54
BOSOX
Boston Trust Walden Small Cap Fund
28.2%
Shared21 holdings
Total71
AUM$1.0B
Price$18.69
RCKSX
Rock Oak Core Growth Fund
21.6%
Shared14 holdings
Total32
AUM$13M
Price$24.74
RNMC
First Trust Mid Cap US Equity Select ETF
18.0%
Shared19 holdings
Total100
AUM$16M
Price$31.68
NCTWX
Nicholas II Fund Class I
18.0%
Shared12 holdings
Total65
AUM$912M
Price$31.18
QSML.AX
ETF
17.9%
Shared20 holdings
Total—
AUM—
Price—
QHSM.AX
ETF
17.9%
Shared20 holdings
Total—
AUM—
Price—
REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
17.7%
Shared13 holdings
Total65
AUM$1.6B
Price$87.72
OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
17.3%
Shared13 holdings
Total111
AUM$840M
Price$46.54
QMID
WisdomTree U.S. MidCap Quality Growth Fund
15.9%
Shared18 holdings
Total124
AUM$2M
Price$28.90
FSCS
First Trust SMID Capital Strength ETF
15.1%
Shared15 holdings
Total100
AUM$56M
Price$35.79
HNMDX
Heartland Mid Cap Value Fund Institutional Class
14.0%
Shared10 holdings
Total60
AUM$473M
Price$14.64
JVMAX
John Hancock Funds Disciplined Value Mid Cap Fund Class A
13.7%
Shared18 holdings
Total137
AUM$22.5B
Price$28.46
WOOPX
JPMorgan SMID Cap Equity Fund Class I
13.7%
Shared16 holdings
Total107
AUM$294M
Price$17.30
SMCO
Hilton Small-MidCap Opportunity ETF
13.3%
Shared9 holdings
Total62
AUM$136M
Price$27.95
SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
12.3%
Shared26 holdings
Total488
AUM$7M
Price$28.13
XMHQ
Invesco S&P MidCap Quality ETF
12.3%
Shared10 holdings
Total79
AUM$5.4B
Price$113.35
CAMMX
Cambiar SMID Investor
12.2%
Shared8 holdings
Total40
AUM$37M
Price$18.75
DMID.TO
ETF
11.9%
Shared38 holdings
Total—
AUM—
Price—
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WASMX | $305M | 68 | 22.6% | 19.6 | 3.7 | 2.4 | 19.2% | 11.9% | 1.34% | +7.5% | +17.3% | 62.9 | 6.6 |
| WAMFX | $154M | 73 | 20.6% | 23.7 | 4.8 | 2.8 | 21.1% | 11.9% | 1.54% | +7.7% | +15.2% | 62.3 | 6.7 |
| BTMFX | $167M | 75 | 20.0% | 23.1 | 4.8 | 2.8 | 21.4% | 12.2% | 1.60% | +7.7% | +15.0% | 62.6 | 6.7 |
| BOSOX | $1.0B | 71 | 23.0% | 23.0 | 3.3 | 2.5 | 14.8% | 11.0% | 1.31% | +8.1% | +3.9% | 57.0 | 6.3 |
| RCKSX | $13M | 32 | 100.2% | 15.9 | 3.5 | 1.0 | 23.6% | 6.4% | 1.31% | +11.8% | +48.0% | 62.3 | 7.1 |
| RNMC | $16M | 100 | 12.7% | 20.9 | 4.0 | 2.0 | 20.0% | 9.6% | 1.71% | +10.6% | +15.6% | 61.5 | 6.7 |
| NCTWX | $912M | 65 | 26.2% | 31.2 | 5.7 | 3.4 | 18.5% | 10.9% | 0.70% | +11.1% | +33.1% | 63.4 | 6.8 |
| QSML.AX | — | — | —% | 21.4 | 3.0 | 2.4 | 14.9% | 11.3% | 1.32% | +15.8% | +22.8% | 64.5 | 6.3 |
| QHSM.AX | — | — | —% | 21.4 | 3.0 | 2.4 | 14.9% | 11.3% | 1.32% | +15.8% | +22.8% | 64.5 | 6.3 |
| REGL | $1.6B | 65 | 17.4% | 16.3 | 2.2 | 1.7 | 13.2% | 10.2% | 2.68% | +8.1% | +12.7% | 53.7 | 6.3 |
| OUSM | $840M | 111 | 20.9% | 17.3 | 3.3 | 1.9 | 19.5% | 10.7% | 2.13% | +8.0% | +17.1% | 62.6 | 6.6 |