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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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16.22 +0.12 +0.75%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.24B

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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	0.78	0.78	0.00
Shares	99.22	99.22	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.21	15.57
Price to Book	2.68	1.91
Price to Sales	2.08	1.28
Price to Cash Flow	11.93	8.63
Dividend Yield	1.49	1.50
5 Years Earnings Growth	9.29	11.88

Sector Allocation

Name	Net %	Category Average
Technology	19.64	14.55
Financial Services	18.26	17.73
Healthcare	16.05	11.83
Industrials	15.40	19.32
Consumer Cyclical	11.94	12.22
Consumer Defensive	4.99	4.47
Utilities	4.29	2.99
Energy	3.39	4.97
Real Estate	2.93	6.72
Basic Materials	2.28	4.85
Communication Services	0.83	2.35

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 92

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Cullen/Frost Bankers	US2298991090	2.41	111.60	+0.37%
Chemed	US16359R1032	2.35	581.69	+0.06%
ExlServices	US3020811044	2.33	44.89	-1.30%
CorVel	US2210061097	2.19	115.09	-1.73%
Haemonetics	US4050241003	2.17	57.17	+0.49%
Silgans	US8270481091	2.14	49.31	+0.63%
Watts Water Technologies	US9427491025	2.12	197.04	-0.20%
CSG Systems	US1263491094	2.06	60.44	+1.07%
Applied Industrial Technologies	US03820C1053	2.06	221.75	+2.90%
Qualys	US74758T3032	2.05	120.62	-0.60%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust SMID Cap Fund	702.8M	-2.17	4.38	9.16
Boston Trust Asset Management	518.55M	-1.49	3.99	8.24
Walden SMID Cap Fund	281.15M	-2.84	4.96	8.96
Walden Equity	229.43M	0.76	6.75	10.69
Boston Trust Equity	223.69M	13.72	4.61	11.28

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