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WASMX Mutual Fund Price & Analysis

The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM 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.

WASMX Mutual Fund Chart & Stats

$23.98
$0.61(2.61%)
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WASMX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Applied Industrial Technologies, Inc.
2.61%
Jack Henry & Associates
2.46%
Qualys Inc
2.29%
Idex Corporation
2.26%
Cincinnati Financial
2.21%
Cullen/frost Bankers
2.16%
TopBuild Corp
2.16%
Cboe Global Markets
2.16%
Donaldson
2.16%
A. O. Smith Corporation
2.14%
Total22.61%

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