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BOSOX vs FKAIX

Both BOSOX and FKAIX are mutual funds. BOSOX has a lower 5-year return than FKAIX (13.79% vs 26.44%). BOSOX has a higher expense ratio than FKAIX (1% vs 0.89%). Below is the comparison between BOSOX and FKAIX.

BOSOX FKAIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Boston Trust Walden Funds Federated
Net Assets $768.60M $6.71B
Expense Ratio 1.00% 0.89%
Management Style active active
Dividend Yield 0.30% 0.00%
Minimum Investment $3,000.00 $25,000.00
YTD Return 17.64% 8.05%
1-Year Return 2.27% 1.71%
3-Year Return 13.02% 24.22%
5-Year Return 13.79% 26.44%
10-Year Return 11.32% 18.40%

BOSOX description

The Fund seeks long-term growth of capital. The Fund achieves this objective by investing at least 80% if its assets in equity securities of small capitalization companies. The Fund defines small cap issuers as those with market caps within the range encompassed by the Russell 2000 Index at the time of purchase.

BOSOX performance & returns

YTD Return 17.64%
1-Month Return 1.12%
3-Month Return 2.27%
1-Year Return 2.27%
3-Year Return 13.02%
5-Year Return 13.79%
10-Year Return 11.32%
BOSOX expense ratio is 1%.

BOSOX holdings

Top 10 Holdings (19.82% of Total Assets)

Name Symbol % Assets
Dunkin' Brands Group Inc DNKN 2.58%
Power Integrations Inc POWI 2.13%
NIC Inc EGOV 2.12%
Manhattan Associates Inc MANH 1.92%
Hill-Rom Holdings Inc HRC 1.91%
Cantel Medical Corp CMD 1.87%
Lincoln Electric Holdings Inc LECO 1.84%
Medpace Holdings Inc MEDP 1.82%
CorVel Corp CRVL 1.82%
CoreSite Realty Corp COR 1.81%

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FKAIX description

The Fund seeks capital appreciation by investing primarily in equity securities of small-cap companies.

FKAIX performance & returns

YTD Return 8.05%
1-Month Return -1.51%
3-Month Return 1.71%
1-Year Return 1.71%
3-Year Return 24.22%
5-Year Return 26.44%
10-Year Return 18.40%
FKAIX expense ratio is 0.89%.

FKAIX holdings

Top 10 Holdings (22.04% of Total Assets)

Name Symbol % Assets
Federated Hermes Inst Prime Val Obl IS PVOXX 11.24%
argenx SE ARGX 2.09%
Ultragenyx Pharmaceutical Inc RARE 1.50%
Zai Lab Ltd ADR Repr 1 Shs ZLAB 1.25%
Wingstop Inc WING 1.02%
Natera Inc NTRA 1.01%
Mercury Systems Inc MRCY 1.00%
Planet Fitness Inc A PLNT 0.99%
Rapid7 Inc RPD 0.98%
Nuvei Corp Subordinate Vtg Common Stock N/A 0.96%

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