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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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17.38 -0.18 -1.03%

11/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.34B

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BOSOX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust Small Cap (BOSOX) fund. Our Boston Trust Small Cap portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.51	0.51	0.00
Shares	99.49	99.49	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.22	15.20
Price to Book	2.56	1.86
Price to Sales	1.99	1.24
Price to Cash Flow	11.51	8.34
Dividend Yield	1.52	1.55
5 Years Earnings Growth	8.86	11.78

Sector Allocation

Name	Net %	Category Average
Technology	20.06	14.38
Financial Services	17.43	17.94
Healthcare	16.67	12.06
Industrials	16.28	19.14
Consumer Cyclical	11.53	12.05
Consumer Defensive	4.90	4.55
Utilities	4.73	3.10
Real Estate	3.25	6.70
Energy	2.64	4.90
Basic Materials	2.52	4.89

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 91

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
ExlServices	US3020811044	2.50	47.59	-0.08%
Chemed	US16359R1032	2.44	548.86	-0.90%
Haemonetics	US4050241003	2.24	71.51	-0.87%
Watts Water Technologies	US9427491025	2.21	244.80	-0.20%
Cullen/Frost Bankers	US2298991090	2.20	127.79	-1.05%
Silgans	US8270481091	2.19	54.51	-0.71%
Applied Industrial Technologies	US03820C1053	2.15	230.19	-1.51%
Qualys	US74758T3032	2.11	140.01	-1.21%
Prestige Consumer Health	US74112D1019	2.10	85.12	-1.75%
Simply Good Foods	US82900L1026	2.09	33.05	-2.71%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust SMID Cap Fund	773.84M	-5.38	5.28	8.98
Boston Trust Asset Management	550.36M	-2.99	5.91	8.09
Walden SMID Cap Fund	310.95M	-5.47	6.16	8.86
Boston Trust Midcap Fund	236.55M	-1.19	4.90	9.19
Walden Equity	241.02M	-6.52	5.77	9.99

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