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Walden Small Cap Fund (WASOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.54-0.35 (-2.35%)
As of 08:00PM EDT. Market open.

Walden Small Cap Fund

BOSTON TRUST & WALDEN FUNDS

100 SUMMER STREET

BOSTON MA 43229

800-282-8782
Management Information
Leanne Moore,Lead Manager since February 3, 2020
Ms. Moore is a Portfolio Manager at the Boston Trust Walden Inc. She joined the Boston Trust Walden Company, in 2019. She earned a B.S. from Northeastern University and an M.S. from Bentley University. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Blend
Fund FamilyBoston Trust Walden Funds
Net Assets103.76M
YTD Return-26.16%
Yield0.76%
Morningstar Rating★★★★★
Inception DateOct 23, 2008

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover22.88%
Average for CategoryN/A

Fees & Expenses

ExpenseWASOXCategory Average
Annual Report Expense Ratio (net)1.00%1.03%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection329N/A
5 Yr Expense Projection575N/A
10 Yr Expense Projection1,278N/A