Boston Trust Walden Small Cap Fund
BOSOX
NASDAQ
| Weiss Ratings | BOSOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BOSOX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Richard Q. Williams (8), Leanne Moore (6), Bradley Hunnewell (1) | |||
| Website | http://www.btim.com | |||
| Fund Information | BOSOX-NASDAQ | Click to Compare |
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| Fund Name | Boston Trust Walden Small Cap Fund | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Dec 16, 2005 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BOSOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | BOSOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | BOSOX-NASDAQ | Click to Compare |
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| Cash | 0.67% | |||
| Stock | 99.33% | |||
| U.S. Stock | 99.33% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BOSOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.23% | |||
| 30-Day Total Return | -5.04% | |||
| 60-Day Total Return | -4.93% | |||
| 90-Day Total Return | -1.97% | |||
| Year to Date Total Return | -1.26% | |||
| 1-Year Total Return | 3.44% | |||
| 2-Year Total Return | 4.45% | |||
| 3-Year Total Return | 13.48% | |||
| 5-Year Total Return | 21.11% | |||
| Price | BOSOX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BOSOX-NASDAQ | Click to Compare |
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| Nav | $16.37 | |||
| 1-Month Low NAV | $15.88 | |||
| 1-Month High NAV | $17.26 | |||
| 52-Week Low NAV | $15.34 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.88 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | BOSOX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 15.56 | |||
| Balance Sheet | BOSOX-NASDAQ | Click to Compare |
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| Total Assets | 1.10B | |||
| Operating Ratios | BOSOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 27.00% | |||
| Performance | BOSOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.03% | |||
| Last Bear Market Total Return | -10.75% | |||