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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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23.330 +0.100 +0.43%

27/06 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 770.89M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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BTSMX Overview

On this page you'll find an in-depth profile of Boston Trust Smid Cap Fund. Learn about the key management, total assets, investment strategy and contact information of BTSMX among other information.

Investment Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States

Phone 617-814-1215

Web www.btim.com

Top Executives

Name	Title	Since	Until
Bradley Hunnewell	Portfolio Manager	2024	Now
Biography	Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.
Leanne Moore	Portfolio Manager	2020	Now
Biography	https://www.bostontrustwalden.com/people/leanne-moore/
Richard Q. Williams	Portfolio Manager	2017	Now
Biography	https://www.bostontrustwalden.com/people/richard-q-williams-cfa/
Kenneth P. Scott	Portfolio Manager	2011	Now
Biography	https://www.bostontrustwalden.com/people/kenneth-p-scott-cfa/
Belinda Cavazos	Portfolio Manager	2017	2020
Biography	Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Stephen C. Franco	-	2011	2016
Biography	Mr. Franco is a portfolio manager at Boston Trust Investment Management, Inc. responsible for the small and SMID cap strategy. He joined Boston Trust & Investment Management Company, parent company to the Adviser, in 2005. Mr. Franco also performs securities research and analysis for the firm. He earned BA and MBA degrees from Boston University and a MS in Finance degree from Boston College. He is a holder of the Chartered Financial Analyst (CFA) designation and a member of the Boston Security Analysts Society.
Heidi H. Vanni	Portfolio Manager	2011	2016
Biography	https://www.bostontrustwalden.com/people/heidi-h-vanni-cfa/

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Recent Quotes

Name	Price	Chg.	Chg. %
Boston Trust SMID.	23.330	+0.100	+0.43%
AP Fonden Acc	237.814	+0.010	+0.01%
GF NASDAQ Bio-Tec.	0.172	-0.002	-1.38%