Brad Hunnewell was appointed a comanager on Boston Trust Walden Small Cap, effective May 1, 2024. Hunnewell joined Boston Trust Walden in October 2023 from Rothschild & Co, where he was a small/mid-cap portfolio manager for four years; he also worked for Rockefeller Capital Management for a decade as an analyst and portfolio manager.
Boston Trust Walden Small Cap BOSOX
- NAV / 1-Day Return 17.77 / +0.06 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 100,000
- Status Limited
- TTM Yield 0.47%
- Turnover 24%
USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:12 AM GMT+0
Morningstar’s Analysis BOSOX
Will BOSOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Sprouts Farmers Market Inc | 2.47 | 32.0 Mil | Consumer Defensive |
Littelfuse Inc | 2.30 | 29.8 Mil | Technology |
Applied Industrial Technologies Inc | 2.19 | 28.3 Mil | Industrials |
AptarGroup Inc | 2.19 | 28.3 Mil | Healthcare |
Donaldson Co Inc | 2.19 | 28.3 Mil | Industrials |
Flowers Foods Inc | 2.17 | 28.1 Mil | Consumer Defensive |
Haemonetics Corp | 2.07 | 26.8 Mil | Healthcare |
CorVel Corp | 2.07 | 26.7 Mil | Financial Services |
Cactus Inc Class A | 2.06 | 26.6 Mil | Energy |
Texas Roadhouse Inc | 2.03 | 26.2 Mil | Consumer Cyclical |