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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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17.51 -0.04 -0.23%

20/05 - 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	0.42	0.42	0.00
Shares	99.58	99.58	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.84	15.29
Price to Book	2.65	1.87
Price to Sales	2.05	1.25
Price to Cash Flow	11.89	8.42
Dividend Yield	1.50	1.53
5 Years Earnings Growth	9.25	11.82

Sector Allocation

Name	Net %	Category Average
Technology	19.07	14.36
Financial Services	17.93	17.87
Healthcare	17.35	12.01
Industrials	15.84	19.18
Consumer Cyclical	11.22	12.07
Consumer Defensive	4.85	4.52
Utilities	4.45	3.06
Real Estate	3.35	6.75
Energy	3.28	4.98
Basic Materials	2.34	4.88
Communication Services	0.32	2.35

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 91

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Chemed	US16359R1032	2.50	571.22	-1.76%
Corcept	US2183521028	2.45	75.80	-0.55%
ExlServices	US3020811044	2.35	45.92	-0.99%
CorVel	US2210061097	2.30	112.30	-1.21%
Cullen/Frost Bankers	US2298991090	2.28	126.58	-3.74%
Haemonetics	US4050241003	2.19	66.92	-2.89%
Prestige Consumer Health	US74112D1019	2.15	84.42	-3.59%
Watts Water Technologies	US9427491025	2.09	238.02	-2.38%
Silgans	US8270481091	2.09	55.07	-1.92%
Qualys	US74758T3032	2.04	135.83	-1.63%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust SMID Cap Fund	782.25M	-5.38	5.28	8.98
Boston Trust Asset Management	549.71M	-2.99	5.91	8.09
Walden SMID Cap Fund	311.14M	-5.47	6.16	8.86
Walden Equity	243.15M	0.76	6.75	10.69
Boston Trust Equity	243.03M	13.72	4.61	11.28

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Smal.	17.51	-0.04	-0.23%
	CASH PREMIUM FI E.	221.995	+0.120	+0.05%