Boston Trust Walden Small Cap FundBOSOX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$991.5M
Expense ratio
1.00%
1-year return
-2.1%
3 years, a year
+4.0%
5 years, a year
+4.0%
Holdings
72
What it aims to do.
The Boston Trust Walden Small Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization (small cap) companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LFUS Littelfuse Inc. | 2.89% |
| CFR Cullen/Frost Bankers, Inc. | 2.52% |
| WTS Watts Water Technologies Inc. | 2.39% |
| PLXS Plexus Corp | 2.34% |
| AIT Applied Industrial Technologies Inc. | 2.29% |
| ATR Aptargroup Inc. | 2.23% |
| OGS ONE Gas, Inc. | 2.18% |
| WHD Cactus Inc | 2.12% |
| IBP Installed Building Products Inc | 2.08% |
| STAG STAG Industrial, Inc. | 1.96% |
More on BOSOX.
- BOSOX overview
- BOSOX holdings
- BOSOX risk
- BOSOX costs
- BOSOX money in and out
- BOSOX share classes
- Compare BOSOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.