Morningstar

Boston Trust Walden Small Cap Fund BOSOX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $18.94  /  +0.37 %
  • Fund Size $934.1M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis BOSOX

Will BOSOX outperform in the 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.

Still competitive despite stiff headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Boston Trust Walden Small Cap’s deep team and disciplined, quality-oriented approach earn Above Average People and High Process ratings.

by Eric Schultz
Rated on 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 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Qualys Inc

2.67 25M
Technology

Watts Water Technologies Inc Class A

2.55 23M
Industrials

UFP Technologies Inc

2.53 23M
Healthcare

Littelfuse Inc

2.28 21M
Technology

Halozyme Therapeutics Inc

2.21 20M
Healthcare

Cactus Inc Class A

2.16 20M
Energy

MSC Industrial Direct Co Inc Class A

2.05 19M
Industrials

Plexus Corp

1.97 18M
Technology

Cullen/Frost Bankers Inc

1.96 18M
Financial Services

Globus Medical Inc Class A

1.95 18M
Healthcare

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