BOSOX – Boston Trust Walden Small Cap Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BOSOX	Boston Trust Walden Small Cap Fund	Institutional	Limited			Dec 16, 2005	$921.84M	1.000%	Above Average	$100,000	−$461.21M

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