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Boston Trust Walden Small Cap Fund: (MF: BOSOX)

(NASDAQ Mutual Funds) As of May 27, 2026 05:33 PM ET

$17.76 USD

+0.17 (0.97%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.06 87
3 months 1.16 89
6 months 7.97 82
1 Year 9.14 94
3 Year 7.15 93
5 Year 4.82 60
10 Year 9.60 66

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.93
Bull Market (2/09 - 3/21) 657.23

Load Adjusted Returns as of Apr 30, 2026

1 Year -2.14
5 Year 3.98
10 Year 8.82
Since Inception 8.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.23 NA NA NA
2025 -4.10 0.46 0.28 -0.65
2024 4.65 -2.86 10.30 0.36
2023 3.27 0.62 -4.14 10.48
2022 -4.73 -10.75 -3.79 11.20
2021 11.43 4.39 2.41 7.56

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.06-4.0112.5310.06-9.0428.148.1929.89-5.9712.2323.26
% Total Return Rel to Index 2.10-22.23-12.48-16.189.16-0.53-10.20-1.59-1.58-9.5611.33
% Total Return Rel to Peer -2.93-11.320.61-6.0110.478.83-10.794.464.79-3.367.31
% Perf Quintile vs Peer* 4.005.002.005.001.002.004.002.002.004.002.00
% Dividends 0.000.000.090.070.050.050.070.060.060.080.13
% Yield 0.000.000.450.000.310.240.460.400.450.480.88
Capital Gains ($) 0.000.731.080.050.741.550.320.881.881.260.31
Expense Ratio 0.001.001.001.001.001.001.001.001.001.001.00

* 1 = Top 20%, 5 = Bottom 20%