Boston Trust Walden Midcap Fund
Shareclass
Boston Trust Walden Midcap (WAMFX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,594 out of 2,538 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Boston Trust Walden Midcap Fund WAMFX
Environment
Social
Search more funds
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Jones Lang LaSalle Inc1.63% of assets$2.63M invested
- 2. The Hershey Co1.2% of assets$1.94M invested
- 3. Check Point Software Technologies Ltd1.63% of assets$2.63M invested
- 4. Paychex Inc3.1% of assets$5M invested
- 5. Ansys Inc1.16% of assets$1.86M invested
- 6. Electronic Arts Inc1.09% of assets$1.76M invested
- 7. Choice Hotels International Inc1.66% of assets$2.68M invested
- 8. FactSet Research Systems Inc2.18% of assets$3.52M invested
- 9. Lululemon Athletica Inc1.5% of assets$2.43M invested
- 10. AvalonBay Communities Inc1.03% of assets$1.66M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chemed Corp1.16% of assets$1.88M invested
- 2. Stag Industrial Inc1.06% of assets$1.71M invested
- 3. Qualys Inc1.12% of assets$1.81M invested
- 4. Brown & Brown Inc1.23% of assets$1.98M invested
- 5. Core & Main Inc Class A0.97% of assets$1.57M invested
- 6. Expeditors International of Washington Inc1.33% of assets$2.14M invested
- 7. Cincinnati Financial Corp1.48% of assets$2.38M invested
- 8. A.O. Smith Corp0.95% of assets$1.53M invested
- 9. CubeSmart0.9% of assets$1.46M invested
- 10. SEI Investments Co2.23% of assets$3.61M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on WAMFX at Morningstar.com
Find more financial data on WAMFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer