Boston Trust Walden Small Cap benefits from a strong investment team and a robust and differentiated approach. Its lone share class earns a Morningstar Analyst Rating of Silver.
Will BOSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of BOSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.