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Boston Trust Walden Small Cap Fund (BOSOX)

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18.64 +0.20    +1.08%
05/02 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.45B
Type:  Fund
Market:  United States
Issuer:  Boston Trust & Walden Funds
Asset Class:  Equity
Boston Trust Small Cap 18.64 +0.20 +1.08%

BOSOX Overview

 
Find basic information about the Boston Trust Walden Small Cap Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BOSOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.62%
Prev. Close18.44
Risk Rating
TTM Yield0.47%
ROE18.93%
IssuerBoston Trust & Walden Funds
Turnover14.74%
ROA8.50%
Inception Date38702
Total Assets1.45B
Expenses1%
Min. Investment100,000
Market Cap4.5B
CategorySmall Blend
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Boston Trust Walden Small Cap Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1026 1045 1184 1241 1644 2712
Fund Return 2.61% 4.53% 18.41% 7.47% 10.46% 10.49%
Place in category 474 365 264 183 210 35
% in Category 73 59 43 30 41 10

Top Equity Funds by Boston Trust Walden Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Boston Trust SMID Cap Fund 836.31M 10.17 3.12 9.90
  Boston Trust Asset Management 580.67M 11.19 2.57 8.39
  Walden SMID Cap Fund 313.76M 10.39 3.15 9.78
  Walden Equity 268.87M 13.55 6.26 11.13
  Boston Trust Midcap Fund 252.57M 17.45 8.39 10.39

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 56.8B 3.89 7.86 9.75
  Fidelity Small Cap Index Instl Pre 27.16B 11.69 1.41 7.96
  Vanguard Small Cap Index I 22.52B 3.89 7.87 9.76
  DFA US Small Cap I 16.85B 3.35 8.12 9.60
  Vanguard Small Cap Index InstlPlus 12.32B 3.89 7.88 9.77

Top Holdings

Name ISIN Weight % Last Change %
  Cullen/Frost Bankers US2298991090 2.35 141.08 +0.56%
  CorVel US2210061097 2.20 122.76 -4.44%
  Qualys US74758T3032 2.18 140.71 -3.60%
  ExlServices US3020811044 2.12 51.80 +0.15%
  Haemonetics US4050241003 2.11 62.99 -11.58%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Sell Strong Buy
Summary Strong Buy Neutral Strong Buy
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