BOSOX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Boston Trust Walden Small Cap (BOSOX) Ownership - Who owns Boston Trust Walden Small Cap?

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BOSOX

Net Assets

1.28B

Fund Existence

over 19 years

Turnover

33.00

Total Expense Ratio

1.00

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.03

Assets in Top Ten Holdings

283M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.28B

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

93.00

Number of Net Holdings

93.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

21.36%

Gain YTD

-8.491

Annual Yield % from dividends

0.50

Returns for 1 year

-2.79

Returns for 3 years

-0.06

Returns for 5 years

46.52

Returns for 10 years

13.04

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General Information

Category SmallBlend

Profile

Fundamentals

Details