Boston Trust Walden Small Cap will undergo a leadership transition on June 30, 2024. At that time, Richard Williams will assume lead manager duties from Kenneth Scott as a next step in the firm’s long-term succession plan. Scott has been with the firm since 1999 and has led this offering since its 2005 inception. Encouragingly, he will remain a comanager here in addition to his role as firm co-CEO.
Boston Trust Walden Small Cap BOSOX
- NAV / 1-Day Return 16.90 / +0.66 %
- 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0
Morningstar’s Analysis BOSOX
Will BOSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |