Boston Trust Walden Small Cap Fund (BOSOX) Research
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.
Market snapshot
- Symbol
- BOSOX
- Price
- $18.28
- Day change
- +1.22%
- Market cap
- $1.0B
- 52-week range
- 15.88-18.32
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AlphaSimplex Managed Futures Strategy Fund Class A (AMFAX)
- Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
- Glenmede Small Cap Equity Portfolio (GTSCX)
- Harbor Large Cap Value Fund Institutional Class (HAVLX)
- Lazard US Equity Concentrated Portfolio (LEVIX)
- Touchstone Small Company Fund Class A (SAGWX)
- Salient MLP & Energy Infrastructure Fund, Class A (SMAPX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
Open Boston Trust Walden Small Cap Fund (BOSOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.