Boston Trust Walden Small Cap Fund

Boston Trust Walden Small Cap Fundverified

BOSOX

Price:

$17.61

Market Cap:

$1.28B

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.

Industry

Asset Management

IPO Date

2005-12-19

Stock Exchange

NASDAQ

Ticker

BOSOX

The ROE as of December 2025 (TTM) for Boston Trust Walden Small Cap Fund (BOSOX) is -1.34%

According to Boston Trust Walden Small Cap Fund’s latest financial reports and current stock price. The company's current ROE is -1.34%. This represents a change of 308.06% compared to the average of -0.33% of the last 4 quarters.

Boston Trust Walden Small Cap Fund (BOSOX) Historical ROE (quarterly & annually)

How has BOSOX ROE performed in the past?

The mean historical ROE of Boston Trust Walden Small Cap Fund over the last ten years is 0.83%. The current -1.34% ROE has changed -260.70% with respect to the historical average. Over the past ten years (40 quarters), BOSOX's ROE was at its highest in in the December 2022 quarter at 1.35%. The ROE was at its lowest in in the June 2022 quarter at -2.29%.

Quarterly (TTM)
Annual

Average

0.83%

Median

-0.87%

Minimum

-5.10%

Maximum

14.29%

Boston Trust Walden Small Cap Fund (BOSOX) ROE by Quarter and Year

Discovering the peaks and valleys of Boston Trust Walden Small Cap Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 14.46%

Maximum Annual ROE = 14.29%

Minimum Annual Increase = -82708.91%

Minimum Annual ROE = -5.10%

Quarterly (TTM)
Annual
YearROEChange
2023-1.30%-164.43%
20222.02%-80.99%
202110.63%-82708.91%
2020-0.01%-97.01%
2019-0.43%-85.10%
2018-2.89%-34.22%
2017-4.40%-13.86%
2016-5.10%14.46%
2015-4.46%-131.20%
201414.29%-17.71%

Boston Trust Walden Small Cap Fund (BOSOX) Average ROE

How has BOSOX ROE performed in the past?

The current ROE of Boston Trust Walden Small Cap Fund (BOSOX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

3.78%

5-year avg

2.18%

10-year avg

0.83%

Boston Trust Walden Small Cap Fund (BOSOX) ROE vs. Peers

How is BOSOX’s ROE compared to its peers?

Boston Trust Walden Small Cap Fund’s ROE is less than Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (0%), less than Harbor Large Cap Value Fund Institutional Class (0%), less than Glenmede Small Cap Equity Portfolio (0%), less than William Blair Small-Mid Cap Growth Fund Class N (0%), less than William Blair Small-Mid Cap Growth Fund Class I (0%), less than Touchstone Small Company Fund Class A (0%), less than AlphaSimplex Managed Futures Strategy Fund Class A (3.46%), less than Salient MLP & Energy Infrastructure Fund, Class A (0%), less than Schwab Target 2035 Index Fund Institutional Shares (0%), less than Lazard US Equity Concentrated Portfolio (0%),

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Frequently asked questions❓

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