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Boston Trust Walden Small Cap BOSOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Boston Trust Walden Investment Hub

Morningstar’s Analysis BOSOX

Will BOSOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOSOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOSOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BOSOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Added to Boston Trust Walden Small Cap; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

Brad Hunnewell was appointed a comanager on Boston Trust Walden Small Cap, effective May 1, 2024. Hunnewell joined Boston Trust Walden in October 2023 from Rothschild & Co, where he was a small/mid-cap portfolio manager for four years; he also worked for Rockefeller Capital Management for a decade as an analyst and portfolio manager.

by Andrew Daniels
Published on

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