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WAMFX Mutual Fund Price & Analysis

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.

WAMFX Mutual Fund Chart & Stats

$23.70
-$0.02(-0.08%)
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WAMFX 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 %
Paychex
2.87%
SEI Investments
2.32%
Eversource Energy
2.10%
Factset Research
2.06%
Essential Utilities, Inc.
1.97%
AutoZone Inc
1.94%
Mettler-toledo International
1.92%
Sysco Corporation
1.86%
Bj's Wholesale Club Holdings
1.85%
Ametek Inc
1.83%
Total20.71%

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