Boston Trust Walden Small Cap Fund
BOSOX (NASDAQ)
The Boston Trust Walden Small Cap Fund stands out as a highly regarded sustainable investment option, earning recognition among Morningstar's best sustainable funds for 2026. With a solid dividend yield of 4.33%, this fund focuses on small-cap stocks from financially healthy companies, aiming to deliver consistent income and moderate growth, reflected in its 1-year return of 2.83% and a 5-year return of 0.79%. Despite a C rating from analysts, its commitment to sustainability and strong dividends make it an attractive choice for socially conscious investors.
Pros:
- Sustainable investment focus
- Recognized as a top sustainable fund
Cons:
- Low 1-year return
- Underperformance over 5 years
The Boston Trust Walden Small Cap Fund (BOSOX) may be suitable for investors seeking a sustainable investment option with a focus on small-cap stocks and a solid dividend yield of 4.33%. While its recent performance has been moderate, the fund’s commitment to socially responsible investing could appeal to those prioritizing both income and sustainability in their portfolios.