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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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18.75 +0.33 +1.79%

21/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.47B

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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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	0.68	0.68	0.00
Shares	99.32	99.32	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.03	15.74
Price to Book	2.91	1.95
Price to Sales	2.31	1.30
Price to Cash Flow	13.25	8.75
Dividend Yield	1.34	1.45
5 Years Earnings Growth	11.38	12.06

Sector Allocation

Name	Net %	Category Average
Technology	19.95	14.32
Financial Services	18.08	17.49
Healthcare	16.58	11.96
Industrials	15.71	19.48
Consumer Cyclical	9.60	12.24
Consumer Defensive	5.71	4.37
Utilities	4.08	2.97
Energy	4.07	5.07
Real Estate	2.59	6.83
Basic Materials	2.44	5.12
Communication Services	1.18	2.39

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 92

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
InterDigital	US45867G1013	2.56	172.39	+0.38%
Cullen/Frost Bankers	US2298991090	2.27	140.19	-1.69%
CorVel	US2210061097	2.20	109.21	-1.07%
Qualys	US74758T3032	2.19	140.98	+0.89%
Haemonetics	US4050241003	2.10	73.35	-2.51%
Silgans	US8270481091	2.09	52.39	-1.15%
Applied Industrial Technologies	US03820C1053	2.07	261.72	-0.61%
Chemed	US16359R1032	2.05	551.14	-1.44%
Cactus	US1272031071	2.04	62.87	-1.38%
ExlServices	US3020811044	2.04	49.77	+0.08%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust SMID Cap Fund	848.45M	10.17	3.12	9.90
Boston Trust Asset Management	577M	11.19	2.57	8.39
Walden SMID Cap Fund	311.1M	10.39	3.15	9.78
Walden Equity	270.21M	13.55	6.26	11.13
Boston Trust Midcap Fund	257.82M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Smal.	18.75	+0.33	+1.79%