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Boston Trust Walden SMID Cap Fund (WASMX)

US Funds

从投资组合添加/删除添加至投资组合

24.550 -0.140 -0.57%

07/01 - 延迟数据. USD 货币

类型: 基金

市场: 美国

发行商: Boston Trust & Walden Funds

资产类别: 股票

晨星评级:
总资产: 301.61M

WASMX概述

本页面提供Boston Trust Walden SMID Cap Fund的详细介绍，帮助您了解WASMX的高管、总资产、投资策略和联系方式等信息。

种类

Mid-Cap Blend

总资产

301.61M

费用

开始日期

2012年6月28日

联络信息

地址 100 SUMMER STREET
Boston,MA 43229
United States

电话 617-814-1215

网址 www.btim.com

高管

名称	标题	任期	至
Bradley Hunnewell	Portfolio Manager	2024	now
背景介紹	Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.
Leanne Moore	Portfolio Manager	2020	now
背景介紹	https://www.bostontrustwalden.com/people/leanne-moore/
Richard Q. Williams	Portfolio Manager	2017	now
背景介紹	https://www.bostontrustwalden.com/people/richard-q-williams-cfa/
Kenneth P. Scott	Portfolio Manager	2012	now
背景介紹	https://www.bostontrustwalden.com/people/kenneth-p-scott-cfa/
Belinda Cavazos	Portfolio Manager	2017	2020
背景介紹	Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Stephen C. Franco	-	2012	2016
背景介紹	Mr. Franco is a portfolio manager at Boston Trust Investment Management, Inc. responsible for the small and SMID cap strategy. He joined Boston Trust & Investment Management Company, parent company to the Adviser, in 2005. Mr. Franco also performs securities research and analysis for the firm. He earned BA and MBA degrees from Boston University and a MS in Finance degree from Boston College. He is a holder of the Chartered Financial Analyst (CFA) designation and a member of the Boston Security Analysts Society.
Heidi H. Vanni	Portfolio Manager	2012	2016
背景介紹	https://www.bostontrustwalden.com/people/heidi-h-vanni-cfa/

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近期报价

	名称	价格	涨跌额	涨跌幅
	Walden SMID Cap F.	24.550	-0.140	-0.57%