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Financial Services

Boston Trust Walden Midcap Fund(WAMFX)

Fund

Live Price

Offline

$23.00

+0.66% today

1Y Change

+0.52%

Window

Jun 23, 2025 โ†’ Jun 12, 2026

Market Cap
$160.00M
Dividend Yield
7.2%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 12, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Boston Trust Walden Midcap Fund (WAMFX) is a fund with a market cap of $160.00M and listed on NASDAQ. The fund last traded around $23.00 and up 0.5% across the available one-year price window (Jun 23, 2025 โ†’ Jun 12, 2026). Baseline metrics include a dividend yield of 7.2%. Valuation already assumes a fairly strong business story at price/sales 22.1. Stock Foundry combines WAMFX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

WAMFX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

WAMFX Max Drawdown

-11.97%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for WAMFX and SPY.

Calendar-year return history is still loading or unavailable.

Financial profile

Boston Trust Walden Midcap Fund (WAMFX)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$7.0M

+14.1% YoY

FY Net Income

$83.4M

+66.7% YoY

Free Cash Flow

$0.0

Revenue Growth

+0.1%

EPS Growth

+196.5%

Gross Margin

100.0%

Net Margin

938.7%

Income statement

USD

Annual
Metric20232022202120202019
Revenue7M7M6M6M7M
Gross Profit7M7M6M6M7M
Operating Income3M3M2M2M3M
EBITDA63M-72M85M48M80M
Net Income66M-69M87M50M83M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20232022202120202019
Cash & Equivalents4M6M1M5M2M
Total Assets380M339M428M366M339M
Total Liabilities5M5M1M832K811K
Shareholder Equity375M334M427M365M338M
Total Debt00000
Net Debt-4M-6M-1M-5M-2M

Cash flow positioning

Latest Full Year

Operating Cash Flow

0

Capital Expenditures

0

Free Cash Flow

0

Key ratios

  • Gross Margin

    100.0%

  • Operating Margin

    41.3%

  • Net Margin

    938.7%

  • ROE

    18.7%

  • Debt / Equity

    0.00x

Next Step

Turn financials into a decision

Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.