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Morningstar

Boston Trust Walden Small Cap BOSOX

Morningstar Analyst Rating
Analyst rating as of | See Boston Trust & Walden Investment Hub
  • NAV / 1-Day Return 16.99  /  0.99 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    —
  • 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 Open
  • TTM Yield 0.31%
  • Turnover 32%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

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.

A strong, sustainability-focused small-cap offering.

Associate Director

Summary

| by Andrew Daniels

Boston Trust Walden Small Cap has many strengths, including a solid investment team and a risk-conscious approach, so it retains its Morningstar Analyst Rating of Silver.

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