Boston Trust Walden Small Cap Fund
BOSOX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Beacon Street Boston MA United States of America 02108
- IPO Date
- Dec 19, 2005
- CIK
- 0000882748
- Website
- btim.com
- Similar Companies
- Business
- Boston Trust Walden Small Cap Fund (BOSOX) is an open-end mutual fund that seeks long-term capital growth through an actively managed portfolio of domestic small capitalization equity securities, investing at least 80% of its assets in companies with market capitalizations within the range of the Russell 2000 Index; the fund emphasizes higher-quality companies exhibiting strong profitability, cash generation, balance sheet sustainability, and reasonable valuations, while integrating financially material environmental, social, and governance (ESG) factors into security selection and employing active ownership strategies such as direct engagement with management, proxy voting, and shareholder proposals. Core offerings include a diversified equity portfolio across sectors like industrials, health care, information technology, financials, and consumer discretionary, with top holdings such as Progress Software Corporation (PRGS), Applied Industrial Technologies (AIT), Sprouts Farmers Market (SFM), Littelfuse (LFUS), and ExlService Holdings (EXLS); the fund maintains portfolio characteristics superior to the small cap market, including higher return on invested capital (13.3% over five years versus -2.4% for the Russell 2000), lower earnings variability, and a free cash flow yield of 5.5%. The fund, closed to new investors with a soft close, has total net assets of approximately $1.44 billion, a net expense ratio of 1.00%, no sales load, and annual portfolio turnover of 24%; it pays dividends annually and requires a minimum initial investment of $100,000. Managed by Boston Trust Walden Inc., a wholly owned subsidiary of Boston Trust Walden Company—a Massachusetts state-chartered bank and trust company headquartered at 1 Beacon Street, 34th Floor, Boston, Massachusetts, founded in 1974 as the investment and trust division of United States Trust Company of Boston—the firm oversees about $16.8 billion in assets with a team of 93 employees, including 40 investment professionals, and operates primarily in the United States serving institutional and high-net-worth individual investors. Recent major developments include a November 2025 announcement by Boston Trust Walden Company to convert to a national trust bank charter to expand comprehensive services nationwide without altering investment management or fiduciary offerings; a multi-year evolution of the Small Cap portfolio management team, with Kenneth Scott stepping down as portfolio manager effective December 31, 2025, after 25 years, following Richard Williams' promotion to lead portfolio manager in 2024, while Williams continues alongside co-managers Bradley Hunnewell and Leanne Moore; and a prior reorganization involving the merger of the Walden Small Cap Fund.