BOSOX
Boston Trust Walden Small Cap Fund
1W: -0.5%
1M: -2.8%
3M: -2.5%
YTD: +10.5%
1Y: +5.8%
3Y: +27.1%
5Y: +21.8%
$18.69
+0.24 (+1.30%)
Weekly Expected Move ±1.1%
$18
$18
$18
$19
$19
Similar ETFs
20 peers by holdings overlap (72 holdings)
WASMX
Boston Trust Walden SMID Cap Fund
28.2%
Shared21 holdings
Total68
AUM$305M
Price$26.29
NBGNX
Neuberger Genesis Fund Investor Class
19.2%
Shared22 holdings
Total107
AUM$7.4B
Price$58.68
REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
19.2%
Shared13 holdings
Total65
AUM$1.6B
Price$87.72
CDOFX
Crawford Small Cap Dividend Fund
16.0%
Shared13 holdings
Total66
AUM$361M
Price$51.44
SCDV
ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
15.8%
Shared11 holdings
Total36
AUM$148M
Price$26.22
CCVAX
Calvert Small-Cap Fund Class A
14.7%
Shared10 holdings
Total65
AUM$1.2B
Price$28.68
FOSCX
Tributary Small Company Fd Instl
13.8%
Shared10 holdings
Total60
AUM$641M
Price$34.10
FTHNX
Fuller & Thaler Behavioral Small-Cap Equity Fund - Investor Shares
13.8%
Shared18 holdings
Total115
AUM$11.9B
Price$56.68
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
13.6%
Shared17 holdings
Total150
AUM$31M
Price$35.52
NBSM
Neuberger Berman Small-Mid Cap ETF
13.5%
Shared11 holdings
Total68
AUM$220M
Price$27.67
SAGWX
Touchstone Small Company Fund Class A
13.4%
Shared12 holdings
Total77
AUM$1.7B
Price$7.19
HASCX
Harbor Small Cap Value Fund Institutional Class
13.3%
Shared9 holdings
Total58
AUM$2.6B
Price$53.73
RIVSX
River Oak Discovery Fund
13.0%
Shared9 holdings
Total33
AUM$25M
Price$25.47
VLEOX
Value Line Small Cap Opportunities Fund, Inc. Investor Class
12.2%
Shared9 holdings
Total51
AUM$789M
Price$62.70
SMCO
Hilton Small-MidCap Opportunity ETF
11.8%
Shared8 holdings
Total62
AUM$136M
Price$27.95
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
11.7%
Shared20 holdings
Total172
AUM$10.7B
Price$41.28
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
11.7%
Shared20 holdings
Total172
AUM$895M
Price$21.99
RYDVX
Royce SMid-Cap Total Return Fund;Service
11.5%
Shared8 holdings
Total47
AUM$56M
Price$2.48
MCOW
Pacer Funds Trust - Pacer S&P MidCap 400 Quality FCF Aristocrats ETF
11.4%
Shared13 holdings
Total77
AUM$1M
Price$22.31
CIPSX
Champlain Small Company Fund
11.3%
Shared10 holdings
Total82
AUM$1.5B
Price$18.39
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOSOX | $1.0B | 71 | 23.0% | 23.0 | 3.3 | 2.5 | 14.8% | 11.0% | 1.31% | +8.1% | +3.9% | 57.0 | 6.3 |
| WASMX | $305M | 68 | 22.6% | 19.6 | 3.7 | 2.4 | 19.2% | 11.9% | 1.34% | +7.5% | +17.3% | 62.9 | 6.6 |
| NBGNX | $7.4B | 107 | 18.1% | 23.6 | 3.2 | 2.6 | 14.0% | 10.9% | 1.22% | +12.9% | +28.4% | 58.5 | 6.3 |
| REGL | $1.6B | 65 | 17.4% | 16.3 | 2.2 | 1.7 | 13.2% | 10.2% | 2.68% | +8.1% | +12.7% | 53.7 | 6.3 |
| CDOFX | $361M | 66 | 22.8% | 21.4 | 2.9 | 2.2 | 13.1% | 9.7% | 2.24% | +11.8% | +35.7% | 58.4 | 6.6 |
| SCDV | $148M | 36 | 48.0% | 27.7 | 3.8 | 2.5 | 14.6% | 9.0% | 1.16% | +18.6% | +31.1% | 62.9 | 6.6 |
| CCVAX | $1.2B | 65 | 29.2% | 18.2 | 2.4 | 2.0 | 12.7% | 10.5% | 1.42% | +11.4% | +27.6% | 56.6 | 6.2 |
| FOSCX | $641M | 60 | 27.7% | 27.1 | 2.9 | 2.4 | 9.0% | 7.2% | 1.43% | +12.6% | +34.7% | 56.9 | 6.4 |
| FTHNX | $11.9B | 115 | 23.2% | 18.0 | 3.9 | 1.7 | 22.7% | 9.5% | 1.06% | +10.2% | +39.7% | 61.1 | 6.8 |
| HSMV | $31M | 150 | 16.3% | 17.3 | 2.1 | 2.0 | 12.8% | 11.5% | 3.31% | +9.9% | +23.2% | 53.9 | 6.3 |
| NBSM | $220M | 68 | 22.2% | 22.9 | 3.0 | 2.4 | 13.4% | 10.3% | 0.97% | +11.8% | +45.7% | 57.2 | 6.6 |