Nasdaq - Delayed Quote USD
Boston Trust Walden Small Cap (BOSOX)
17.84
+0.20
+(1.13%)
As of 8:05:07 AM EST. Market Open.
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -1.00% |
| 5y Average Return | 8.99% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BOSOX | Category Average | BOSOX | Category Average | BOSOX | Category Average | |
| Alpha | -3.84 | -0.09 | -3.66 | -0.06 | -2.34 | -0.06 |
| BETA | 0.93 | 0.01 | 0.95 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.49 | 0.01 | 0.91 | 0.01 | 0.9 | 0.01 |
| R-squared | 67.43 | 0.83 | 73.17 | 0.77 | 74.13 | 0.78 |
| Standard Deviation | 19.6 | 0.26 | 20.11 | 0.21 | 17.24 | 0.19 |
| Sharpe Ratio | 0.08 | 0 | 0.41 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | -0.22 | 0.08 | 7.08 | 0.1 | 8.18 | 0.09 |
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