Skip to Content

Boston Trust Walden Small Cap BOSOX

Analyst rating as of
NAV / 1-Day Return
18.96  /  3.41 %
Total Assets
892.0 Mil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
15.95 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.28%
Turnover
40%
Premium

Morningstar’s Analysis

Will BOSOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An ESG-oriented small-cap strategy with many strengths.

Associate Director

Summary

| |

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.

Unlock our full analysis with Morningstar Premium