Boston Trust Small Cap
One Beacon Street
Map
Phone: 800-282-8782
| Category: | Small Growth | | Fund Family: | Coventry | | Net Assets: | 96.89M | | Year-to-Date Return: | 19.69% | | Yield: | 0.15% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-05 |
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Kenneth Scott
Lead Manager since
16-Dec-05 | | | Scott joined Boston Trust & Investment Management Company in January 1999. He manages small cap and large cap portfolios for individual and institutional clients. He also performs securities research responsibilities in a variety of market sectors. From 1993 through 1998, he worked for the Calvert Group. He Scott served previously for three years at the Council on Economic Priorities. He holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund invests at least 80% of assets in a diversified portfolio of small cap companies. It defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000 index at the time of purchase. As of May 31, 2009, the market capitalization range of the Russell 2000 Index was between $78 million and $3.2 billion. The fund invests in the following types of equity securities: common stocks, preferred stocks, securities convertible or exchangeable into common stocks, warrants and any rights to purchase common stocks. |
| Last Dividend
(10-Dec-09):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 21.28% | | Average for Category:
| 133.38% |
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| Expense | BOSOX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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