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Boston Trust Walden Small Cap Fund (BOSOX)

US Funds

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18.12 +0.21 +1.17%

03/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.42B

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Boston Trust Walden Small Cap Fund Overview

On this page you'll find an in-depth profile of Boston Trust Walden Small Cap Fund. Learn about the key management, total assets, investment strategy and contact information of BOSOX among other information.

Investment Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000® Index at the time of purchase.

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States

Phone 617-814-1215

Web www.btim.com

Top Executives

Name	Title	Since	Until
Bradley Hunnewell	Portfolio Manager	2024	Now
Biography	Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.
Leanne Moore	Portfolio Manager	2020	Now
Biography	https://www.bostontrustwalden.com/people/leanne-moore/
Richard Q. Williams	Portfolio Manager	2017	Now
Biography	https://www.bostontrustwalden.com/people/richard-q-williams-cfa/
Kenneth P. Scott	Portfolio Manager	2005	Now
Biography	https://www.bostontrustwalden.com/people/kenneth-p-scott-cfa/
Belinda Cavazos	Portfolio Manager	2017	2020
Biography	Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.

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	Name	Price	Chg.	Chg. %
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