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Boston Trust Walden Small Cap BOSOX

Analyst rating as of
NAV / 1-Day Return
14.80  /  1.33 %
Total Assets
906.5 Mil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
16.79 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.29%
Turnover
32%

Morningstar’s Fund Analysis BOSOX

Will BOSOX outperform in future?

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

A strong, sustainability-focused small-cap offering.

Associate Director

Summary

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Boston Trust Walden Small Cap has many strengths, including a solid investment team and a risk-conscious approach, so it retains its Morningstar Analyst Rating of Silver.

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