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Boston Trust Smid Cap Fund (BTSMX)

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23.500 +0.090    +0.38%
24/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 780.56M
Type:  Fund
Market:  United States
Issuer:  Boston Trust & Walden Funds
Asset Class:  Equity
Boston Trust SMID Cap Fund 23.500 +0.090 +0.38%

BTSMX Overview

 
Find basic information about the Boston Trust Smid Cap Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BTSMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1011568839)
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Rating
1-Year Change13.64%
Prev. Close23.41
Risk Rating
TTM Yield0.69%
ROE25.74%
IssuerBoston Trust & Walden Funds
Turnover31.10%
ROA9.86%
Inception DateNov 30, 2011
Total Assets780.56M
Expenses0.75%
Min. Investment1,000,000
Market Cap10.16B
CategoryMid - Cap Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1020 990 1192 1142 1650 2544
Fund Return 2.04% -1.01% 19.16% 4.52% 10.53% 9.79%
Place in category 410 398 343 138 226 32
% in Category 93 92 80 43 64 17

Top Equity Funds by Boston Trust Walden Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Boston Trust Small Cap 1.31B 2.71 4.52 9.41
  Boston Trust Asset Management 586.55M 4.28 4.32 8.34
  Walden Equity 274.32M 3.17 9.66 11.15
  Walden SMID Cap Fund 251.15M 2.03 4.53 9.60
  Boston Trust Midcap Fund 239.67M 3.48 5.12 9.90

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 59.44B 5.55 3.04 9.49
  Fidelity Extended Market Index Ins 37.64B 3.43 -1.31 8.75
  Fidelity Mid Cap Index Fund Institu 34.47B 5.68 3.10 9.47
  Vanguard Extended Market Index Inst 30.44B 3.43 -1.28 -
  Vanguard Extended Market Idx Adm 23.68B 3.42 -1.32 8.73

Top Holdings

Name ISIN Weight % Last Change %
  BJs Wholesale Club US05550J1016 2.50 88.53 +0.05%
  AptarGroup US0383361039 2.16 146.72 -0.09%
  SCI US8175651046 2.06 73.19 -0.12%
  SEI US7841171033 2.06 66.68 +1.34%
  Waters US9418481035 2.06 289.27 -0.34%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators Strong Buy Sell Strong Buy
Summary Strong Buy Neutral Strong Buy
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