WAMFX Fund Portfolio Allocation
WAMFX's Business Model
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® 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.
| Sector & Industry | Financial Services / Asset Management |
| CEO (Chief Executive Officer) | |
| Number of Employees | |
| IPO date | August 1, 2011 |
WAMFX Latest News
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| Contact | |
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| Country | US |
| Address | One Beacon Street |
| City | Boston |
| State | MA |
| Phone | 617-859-3437 |
| Zip Code | 02108 |
| Other Identifiers | |
| CIK | 0000882748 |
| ISIN | US1011568003 |
| CUSIP | 101156800 |
| Open | 22.4 |
| Previous Close | 22.68 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 22.4 – 22.4 |
| 52 Week Range | 20.15-24.47 |
| MA (50) | 23.0996 |
| MA (200) | 23.5468 |
| Market Cap | 168.3 Mil. |
| Shares Out. | 7.51 Mil. |
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