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BOSOX Boston Trust Walden Small Cap Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

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

Market Cap

The average market capitalization across the Boston Trust Walden Small Cap MF is 8.05B. The market cap for tickers in the group ranges from 2.48B to 13.21B. TXRH holds the highest valuation in this group at 13.21B. The lowest valued company is IDCC at 2.48B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Walden Small Cap MF was 10%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 67%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 35
Profit Risk Rating: 17
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com
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BOSOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BOSOX has been closely correlated with FSSNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if BOSOX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BOSOX
1D Price
Change %
BOSOX100%
-1.28%
FSSNX - BOSOX
95%
Closely correlated
-1.40%
VSCPX - BOSOX
95%
Closely correlated
-1.07%
FTHFX - BOSOX
95%
Closely correlated
-0.98%
NAESX - BOSOX
85%
Closely correlated
-1.06%
VSCIX - BOSOX
85%
Closely correlated
-1.07%
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