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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

General
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BTSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust SMID Cap Fund (BTSMX) fund. Our Boston Trust SMID Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	0.860	0.860	0.000
Shares	99.140	99.140	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.472	17.252
Price to Book	3.314	2.382
Price to Sales	2.195	1.511
Price to Cash Flow	13.217	10.532
Dividend Yield	1.609	1.533
5 Years Earnings Growth	8.528	11.501

Sector Allocation

Name	Net %	Category Average
Industrials	20.670	19.852
Technology	17.260	15.548
Financial Services	14.880	15.178
Healthcare	13.350	9.779
Consumer Cyclical	13.080	13.530
Real Estate	5.810	7.166
Consumer Defensive	4.930	4.458
Energy	4.230	5.363
Utilities	2.940	3.874
Basic Materials	1.610	5.432
Communication Services	1.260	2.979

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 94

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BJs Wholesale Club	US05550J1016	2.50	86.82	-0.85%
AptarGroup	US0383361039	2.16	142.55	-0.92%
SCI	US8175651046	2.06	71.08	-0.93%
SEI	US7841171033	2.06	64.87	+0.82%
Waters	US9418481035	2.06	290.37	+1.36%
Donaldson	US2576511099	1.97	71.65	+0.48%
Cooper	US2166485019	1.89	87.59	-0.03%
Nordson	US6556631025	1.83	230.14	-0.07%
Charles River Laboratories	US1598641074	1.78	208.25	+0.43%
Magnolia Oil	US5596631094	1.78	25.56	+1.09%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.3B	2.71	4.52	9.41
Boston Trust Asset Management	584.14M	4.28	4.32	8.34
Walden Equity	273.96M	3.17	9.66	11.15
Walden SMID Cap Fund	248.54M	2.03	4.53	9.60
Boston Trust Midcap Fund	236.71M	3.48	5.12	9.90

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust SMID.	23.330	+0.100	+0.43%