- What does BOSOX invest in?
- The Boston Trust Walden Small Cap Fund primarily commits a minimum of 80% of its total capital to a diversified selection of U.S. company stocks from smaller-sized enterprises. For the purpose of this investment strategy, the fund's adviser classifies "small cap" issuers as those businesses whose market capitalization aligns with the typical range of companies included in the Russell 2000® Index, as determined at the moment of initial acquisition.
- What is the expense ratio of BOSOX?
- Boston Trust Walden Small Cap Fund (BOSOX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BOSOX?
- Boston Trust Walden Small Cap Fund (BOSOX) manages $1.06B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BOSOX actively managed or an index fund?
- BOSOX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BOSOX's is 1.00%) because there's no security selection cost.
- When was BOSOX launched?
- Boston Trust Walden Small Cap Fund (BOSOX) launched in December 2005 and is managed by the fund issuer.
- How has BOSOX performed?
- BOSOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
