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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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17.39 0.00 0.00%

21/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.33B

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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	0.56	0.56	0.00
Shares	99.44	99.44	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.03	15.20
Price to Book	2.60	1.85
Price to Sales	2.11	1.23
Price to Cash Flow	11.86	8.25
Dividend Yield	1.49	1.55
5 Years Earnings Growth	8.84	11.80

Sector Allocation

Name	Net %	Category Average
Technology	21.02	14.44
Financial Services	18.17	17.95
Healthcare	16.97	12.02
Industrials	16.04	19.19
Consumer Cyclical	10.62	12.08
Consumer Defensive	4.93	4.55
Utilities	4.39	3.12
Real Estate	3.27	6.65
Basic Materials	2.54	4.87
Energy	2.05	4.82

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 90

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Watts Water Technologies	US9427491025	2.49	247.81	-0.35%
Chemed	US16359R1032	2.34	458.63	+2.05%
Haemonetics	US4050241003	2.33	74.68	+1.23%
Cullen/Frost Bankers	US2298991090	2.32	137.24	-0.13%
ExlServices	US3020811044	2.30	42.81	+0.50%
Qualys	US74758T3032	2.25	140.35	+0.60%
Prestige Consumer Health	US74112D1019	2.15	76.78	+1.61%
Donaldson	US2576511099	2.09	69.77	-0.32%
CSG Systems	US1263491094	2.02	62.20	+0.14%
Selective	US8163001071	2.02	89.03	+0.50%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust SMID Cap Fund	768.41M	-1.20	9.58	9.33
Boston Trust Asset Management	555.3M	2.37	10.09	8.78
Walden SMID Cap Fund	332.21M	-1.58	10.43	9.18
Boston Trust Midcap Fund	238.62M	-1.19	4.90	9.19
Walden Equity	241.37M	-6.52	5.77	9.99

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Recent Quotes

Name	Price	Chg.	Chg. %
Boston Trust Smal.	17.39	0.00	0.00%
Fidelity Funds .	1.414	+0.004	+0.28%
Boston Trust Midc.	24.800	-0.100	-0.40%