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Boston Trust Walden Small Cap (BOSOX)

19.19 +0.27 (+1.43%)
At close: 8:00:12 PM EST
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  • Previous Close 18.92
  • YTD Return 10.86%
  • Expense Ratio 1.00%
  • Category Small Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Net Assets 919.82M
  • Beta (5Y Monthly) 0.86
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.09
  • Inception Date Dec 16, 2005

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000® Index at the time of purchase.

Boston Trust Walden Funds

Fund Family

Small Blend

Fund Category

919.82M

Net Assets

2005-12-16

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Small Blend.

YTD Return

BOSOX
10.86%
Category
20.19%

1-Year Return

BOSOX
10.14%
Category
60.18%

3-Year Return

BOSOX
9.79%
Category
11.32%

5-Year Return

BOSOX
5.22%
Category
13.88%

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