BOSOX : Boston Trust Walden Small Cap Fund

BOSOX is a US Stocks Market Small Blend with MODERATE fees.

BOSOX

Boston Trust Walden Small Cap Fund

FI Score

45 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

45% FI Score
  • bosox
  • Mutual Fund
  • US Stocks
  • Small Blend

Boston Trust Walden Small Cap Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000® Index at the time of purchase.

Largest Holdings

Amount Holding
2.07% Hill-Rom Holdings Inc
2.07% NIC Inc
1.99% CoreSite Realty Corp
1.97% CSG Systems International Inc
1.97% Chemed Corp
1.96% Power Integrations Inc
1.89% UniFirst Corp
1.83% Silgan Holdings Inc
1.76% Flowers Foods Inc
1.73% Manhattan Associates Inc
1.71% Progress Software Corp
1.70% Haemonetics Corp
1.70% Franklin Electric Co Inc
1.67% Donaldson Co Inc
1.67% Applied Industrial Technologies Inc
1.61% New Jersey Resources Corp
1.61% Lincoln Electric Holdings Inc
1.60% Dunkin' Brands Group Inc
1.59% Landstar System Inc
1.58% Morningstar Inc
1.53% Highwoods Properties Inc
1.52% Globus Medical Inc Class A
1.51% ONE Gas Inc
1.50% Choice Hotels International Inc
1.50% Bruker Corp

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