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.
Boston Trust Walden Small Cap BOSOX
NAV / 1-Day Return
16.36
/
1.80
%
Total Assets
922.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
16.45
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
0.29%
Turnover
32%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
An ESG-oriented small-cap strategy with many strengths.
