Nasdaq - Delayed Quote USD

Boston Trust Walden Small Cap (BOSOX)

17.55
-0.08
(-0.45%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.22%
5y Average Return 14.60%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (May 15, 2025) 31.82%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 31.82%
Worst 3Y Total Return 4.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BOSOX
Category
YTD
-7.60%
20.19%
1-Month
-3.65%
0.02%
3-Month
-9.95%
4.36%
1-Year
4.61%
60.18%
3-Year
5.00%
11.32%
5-Year
12.03%
13.88%
10-Year
8.81%
11.19%
Last Bull Market
23.03%
27.98%
Last Bear Market
-10.75%
-24.08%

Annual Total Return (%) History

Year
BOSOX
Category
2025
--
--
2024
12.55%
--
2023
10.09%
--
2022
-9.06%
--
2021
28.17%
--
2020
8.17%
10.99%
2019
29.88%
23.75%
2018
-6.00%
-12.72%

2017
12.26%
12.28%
2016
23.29%
20.78%
2015
-3.67%
-5.38%
2014
-0.77%
3.79%
2013
31.82%
37.39%
2012
12.68%
15.46%
2011
-0.64%
-4.07%
2010
26.19%
25.61%
2009
28.88%
31.80%
2008
-27.76%
-36.56%
2007
11.16%
-1.10%
2006
13.10%
15.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.11% -- -- --
2024 4.65% -2.87% 10.31% 0.38%
2023 3.28% 0.62% -4.14% 10.51%
2022 -4.73% -10.75% -3.80% 11.18%
2021 11.43% 4.40% 2.41% 7.58%
2020 -25.98% 14.65% 1.07% 26.11%
2019 15.50% 4.40% 1.31% 6.31%
2018 -1.43% 6.68% 5.75% -15.47%
2017 2.02% 1.57% 2.83% 5.34%
2016 6.34% 1.88% 4.55% 8.85%

2015 2.98% -1.12% -8.92% 3.86%
2014 -1.56% 0.76% -7.63% 8.31%
2013 9.28% 2.18% 8.72% 8.58%
2012 10.33% -4.38% 4.66% 2.05%
2011 7.12% 0.43% -19.91% 15.33%
2010 7.46% -6.25% 7.59% 16.42%
2009 -13.45% 20.53% 16.46% 6.08%
2008 -6.35% 1.28% -2.71% -21.72%
2007 5.38% 6.32% 1.79% -2.53%
2006 10.62% -6.31% 0.29% 8.81%

Rank in Category (By Total Return)

YTD 12
1-Month 70
3-Month 8
1-Year 11
3-Year 31
5-Year 43

Load Adjusted Returns

1-Year 4.61%
3-Year 5.00%
5-Year 12.03%
10-Year 8.81%

Performance & Risk

YTD Return -3.22%
5y Average Return 14.60%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Boston Trust Walden Funds
Net Assets 1.28B
YTD Return -7.60%
Yield 0.52%
Morningstar Rating
Inception Date Dec 16, 2005

Fund Summary

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.

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