BOSOX Mutual Fund

BOSOX Mutual Fund (Boston Trust Walden Small Cap Fund) is managed by Boston Trust Walden Funds. BOSOX expense ratio is 1.00%, holding 73 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2005-12-16.

BOSOX performance shows a YTD return of 13.11%. The 1-year return is 15.04% and the 5-year return is 6.06%. BOSOX dividend yield stands at 3.87%, paid annually.

BOSOX top holdings include Littelfuse Inc (2.7%), Aiton Caldwell SA (2.4%), Cactus Inc (2.3%), Watts Water Technologies Inc (2.3%), Plexus Corp (2.2%). Go to all BOSOX holdings, BOSOX sectors, or BOSOX dividends.

BOSOX can be compared against other funds. Use BOSOX overlap to find shared positions, or BOSOX vs another fund for a side-by-side view. BOSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.