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Nasdaq - Delayed Quote USD
Boston Trust Walden Small Cap (BOSOX)
17.29
+0.01
+(0.06%)
At close: 6:45:08 PM EDT
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- Previous Close
17.28 - YTD Return -0.50%
- Expense Ratio 1.00%
- Category Small Blend
- Last Cap Gain 21.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 1.4B
- Beta (5Y Monthly) 0.94
- Yield 0.48%
- 5y Average Return --
- Holdings Turnover 33.00%
- Last Dividend 0.09
- Inception Date Dec 16, 2005
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.
Boston Trust Walden Funds
Fund Family
Small Blend
Fund Category
1.4B
Net Assets
2005-12-16
Inception Date
Performance Overview: BOSOX
View MoreTrailing returns as of 3/28/2025. Category is Small Blend.
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Holdings: BOSOX
View MoreTop 10 Holdings (21.89% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorBOSOX
Technology 19.64%
Financial Services 18.26%
Healthcare 16.05%
Industrials 15.40%
Consumer Cyclical 11.94%
Consumer Defensive 4.99%
Utilities 4.29%
Energy 3.39%
Real Estate 2.93%
Basic Materials 2.28%
Communication Services 0.83%
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