BOSOX – Fund Analysis – Boston Trust Walden Small Cap | Morningstar

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Will BOSOX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOSOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BOSOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of BOSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A great small-cap option.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Boston Trust Walden Small Cap retains long-term merit despite some recent manager shuffling.

by Andrew Daniels

Rated on Aug 9, 2024 Published on Aug 9, 2024

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