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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 15.77  /  0.51 %
  • Total Assets 1.2 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 0.33%
  • Turnover 21%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:15 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.

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.

Due for an upgrade.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Boston Trust Walden Small Cap is a standout small-blend option. Reflecting its strengths, the strategy's Process and Parent ratings have been raised to High from Above Average.

by Andrew Daniels
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BOSOX

More BOSOX Holdings
  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chemed Corp

2.36
26,882,854
Healthcare

Selective Insurance Group Inc

2.24
25,515,279
Financial Services

Cactus Inc Class A

2.23
25,471,897
Energy

Sprouts Farmers Market Inc

2.20
25,118,506
Consumer Defensive

Haemonetics Corp

2.20
25,107,139
Healthcare

Helmerich & Payne Inc

2.17
24,757,089
Energy

AptarGroup Inc

2.13
24,258,857
Healthcare

Applied Industrial Technologies Inc

2.10
23,956,924
Industrials

Medpace Holdings Inc

2.10
23,902,995
Healthcare

Power Integrations Inc

2.03
23,123,219
Technology