Nasdaq - Delayed Quote USD
Boston Trust Walden Small Cap (BOSOX)
As of 8:05 AM EST. Market Open.
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9/21 12:03 PM
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20.07 - YTD Return 10.48%
- Expense Ratio 1.00%
- Category Small Blend
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 1.41B
- Beta (5Y Monthly) 0.89
- Yield 0.42%
- 5y Average Return --
- Holdings Turnover 23.98%
- Last Dividend 0.08
- 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
1.41B
Net Assets
2005-12-16
Inception Date
Performance Overview: BOSOX
View MoreTrailing returns as of 11/20/2024. 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 20.25%
Financial Services 17.25%
Healthcare 16.46%
Industrials 15.79%
Consumer Cyclical 9.23%
Consumer Defensive 6.34%
Utilities 4.09%
Energy 4.09%
Real Estate 2.80%
Basic Materials 2.54%
Communication Services 1.17%
Recent News: BOSOX
View MoreResearch Reports: BOSOX
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16.90
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KNPAX Kinetics Paradigm Adv A
166.04
+3.90%
KNPCX Kinetics Paradigm Adv C
148.09
+3.90%
KNPYX Kinetics Paradigm Instl
177.44
+3.90%
WWNPX Kinetics Paradigm No Load
174.82
+3.90%
KMKCX Kinetics Market Opportunities Adv C
86.56
+3.57%
KMKNX Kinetics Market Opportunities No Load
93.38
+3.56%
KMKYX Kinetics Market Opportunities Inst
95.07
+3.55%
KMKAX Kinetics Market Opportunities Adv A
91.59
+3.55%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
38.79
+3.47%
LSHUX Kinetics Spin-Off and Corp Rest Instl
43.64
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WWWFX Kinetics Internet No Load
115.70
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KINCX Kinetics Internet Adv C
85.16
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KINAX Kinetics Internet Adv A
104.40
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LSHAX Kinetics Spin-Off and Corp Rest Adv A
43.21
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LSHEX Kinetics Spin-Off and Corp Rest No Load
45.67
+3.44%
KSCYX Kinetics Small Cap Opportunities Inst
219.44
+3.29%
KSOAX Kinetics Small Cap Opportunities Adv A
204.75
+3.29%
UMPIX ProFunds UltraMid Cap Fund
75.38
+3.29%
KSCOX Kinetics Small Cap Opportunities No Load
213.90
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KSOCX Kinetics Small Cap Opportunities Adv C
191.40
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UMPSX ProFunds UltraMid Cap Fund
57.84
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65.49
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NEAIX Needham Aggressive Growth Institutional
49.77
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47.16
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PVIVX Paradigm Micro-Cap
58.25
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KGLCX Kinetics The Global Fund
16.12
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KGLAX Kinetics The Global Fund
17.55
+2.51%
WWWEX Kinetics Global No Load
17.71
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RCMFX Schwartz Value Focused
68.40
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RYAHX Rydex Mid-Cap 1.5x Strategy A
143.50
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RYMDX Rydex Mid-Cap 1.5x Strategy H
144.16
+2.47%
AATSX Ancora/Thelen Small-Mid Cap S
22.06
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AATIX Ancora/Thelen Small-Mid Cap I
21.35
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PHSKX Virtus KAR Mid-Cap Growth A
63.19
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PICMX Virtus KAR Mid-Cap Growth I
66.15
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DNDGX Dunham Small Cap Growth Fund
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+2.39%
NPSGX Nicholas Partners Small Cap Gr Instl
17.73
+2.37%
OSTGX Osterweis Opportunity Fund
18.62
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BUISX Buffalo Small Cap Growth Institutional
15.63
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DADGX Dunham Small Cap Growth A
18.78
+2.34%
INPIX ProFunds Internet UltraSector Inv
54.29
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INPSX ProFunds Internet UltraSector Svc
34.59
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CMGYX Columbia Select Mid Cap Gro Fd I3
33.46
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CLSDX Columbia Select Mid Cap Gro S
32.76
+2.31%
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54.40
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CSMIX Columbia Small Cap Value I A
46.15
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CVVRX Columbia Small Cap Value I Adv
56.77
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CSVYX Columbia Small Cap Value I Inst3
54.94
+2.21%
WGROX Wasatch Core Growth
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+2.21%
FIMPX Nuveen Small Cap Growth Opp I
36.96
+2.21%
CSCRX Columbia Small Cap Growth Inst2
30.50
+2.21%
CGOCX Columbia Small Cap Growth C
18.97
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106.93
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45.69
+2.19%
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36.86
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29.89
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29.89
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CHHRX Columbia Small Cap Growth Adv
32.23
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17.77
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