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Boston Trust Walden Small Cap BOSOX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 18.51  /  −0.38 %
  • Total Assets 1.4 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 0.46%
  • Turnover 24%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 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.

Comanager Added to Boston Trust Walden Small Cap; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

Brad Hunnewell was appointed a comanager on Boston Trust Walden Small Cap, effective May 1, 2024. Hunnewell joined Boston Trust Walden in October 2023 from Rothschild & Co, where he was a small/mid-cap portfolio manager for four years; he also worked for Rockefeller Capital Management for a decade as an analyst and portfolio manager.

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Portfolio Holdings BOSOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sprouts Farmers Market Inc

2.54 33.9 Mil
Consumer Defensive

Littelfuse Inc

2.49 33.2 Mil
Technology

Applied Industrial Technologies Inc

2.24 29.9 Mil
Industrials

InterDigital Inc

2.19 29.3 Mil
Technology

AptarGroup Inc

2.17 29.1 Mil
Healthcare

Donaldson Co Inc

2.16 28.9 Mil
Industrials

Texas Roadhouse Inc

2.11 28.2 Mil
Consumer Cyclical

Cactus Inc Class A

2.06 27.6 Mil
Energy

Jones Lang LaSalle Inc

2.04 27.3 Mil
Real Estate

Columbia Sportswear Co

2.03 27.1 Mil
Consumer Cyclical