Morningstar

Boston Trust Walden Small Cap Fund BOSOX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 18.74  /  +0.27 %
  • Total Assets 1.0B
  • 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 0.00
  • Turnover 27%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

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 one of the best despite recent underperformance.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Boston Trust Walden Small Cap’s deep team and solid approach earn Above Average People and High Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BOSOX

More BOSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Littelfuse Inc

2.64 27M
Technology

Applied Industrial Technologies Inc

2.41 25M
Industrials

Cactus Inc Class A

2.38 24M
Energy

Watts Water Technologies Inc Class A

2.34 24M
Industrials

Plexus Corp

2.12 22M
Technology

A10 Networks Inc

2.09 21M
Technology

Axcelis Technologies Inc

2.04 21M
Technology

Landstar System Inc

1.99 20M
Industrials

UFP Technologies Inc

1.96 20M
Healthcare

MSC Industrial Direct Co Inc Class A

1.91 20M
Industrials

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