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Morningstar

Boston Trust Walden Small Cap BOSOX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 17.14  /  +1.30 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Limited
  • TTM Yield 0.44%
  • Turnover 24%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 12:15 AM GMT+0

Morningstar’s Analysis BOSOX

Will BOSOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOSOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOSOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BOSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Added to Boston Trust Walden Small Cap; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

Brad Hunnewell was appointed a comanager on Boston Trust Walden Small Cap, effective May 1, 2024. Hunnewell joined Boston Trust Walden in October 2023 from Rothschild & Co, where he was a small/mid-cap portfolio manager for four years; he also worked for Rockefeller Capital Management for a decade as an analyst and portfolio manager.

by Andrew Daniels
Published on

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Portfolio Holdings BOSOX

More BOSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sprouts Farmers Market Inc

2.29 30.6 Mil
Consumer Defensive

Applied Industrial Technologies Inc

2.25 29.9 Mil
Industrials

CorVel Corp

2.16 28.8 Mil
Financial Services

Donaldson Co Inc

2.15 28.6 Mil
Industrials

Littelfuse Inc

2.11 28.1 Mil
Technology

Chemed Corp

2.09 27.8 Mil
Healthcare

AptarGroup Inc

2.07 27.6 Mil
Healthcare

Watts Water Technologies Inc Class A

2.05 27.3 Mil
Industrials

Franklin Electric Co Inc

2.03 27.0 Mil
Industrials

InterDigital Inc

2.00 26.7 Mil
Technology