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Boston Trust Walden Small Cap BOSOX

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%

Morningstar’s Analysis BOSOX

Will BOSOX outperform in future?

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

A strong, sustainability-focused small-cap offering.

Associate Director

Summary

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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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