Boston Trust Small Fund Quote

BOSOX Fund  USD 17.39  0.11  0.63%   

Performance

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Odds Of Distress

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Low
Boston Trust is trading at 17.39 as of the 22nd of July 2025; that is 0.63 percent decrease since the beginning of the trading day. The fund's open price was 17.5. Boston Trust has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small cap companies. Boston Trust is traded on NASDAQ Exchange in the United States. More on Boston Trust Small

Moving together with Boston Mutual Fund

  0.77WSBFX Walden Asset ManagementPairCorr
  0.89WSEFX Walden EquityPairCorr
  0.61BTBFX Boston Trust AssetPairCorr
  0.89BTEFX Boston Trust EquityPairCorr

Boston Mutual Fund Highlights

Fund ConcentrationBoston Trust Walden Funds, Large Funds, Small Blend Funds, Small Blend, Boston Trust Walden Funds, Large, Small Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Boston Trust Small [BOSOX] is traded in USA and was established 22nd of July 2025. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 1.19 B in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Small is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.01%, while the total return for the last 3 years was 8.29%.
Check Boston Trust Probability Of Bankruptcy

Instrument Allocation

Top Boston Trust Small Mutual Fund Constituents

AITApplied Industrial TechnologiesStockIndustrials
HAEHaemoneticsStockHealth Care
TECHBio Techne CorpStockHealth Care
CRLCharles River LaboratoriesStockHealth Care
SLGNSilgan HoldingsStockMaterials
NTGRNETGEARStockInformation Technology
CHHChoice Hotels InternationalStockConsumer Discretionary
POWIPower IntegrationsStockInformation Technology
More Details

Boston Trust Small Risk Profiles

Boston Trust Against Markets

Other Information on Investing in Boston Mutual Fund

Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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