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Boston Trust SMID Cap BTSMX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 24.86  /  +1.64 %
  • Total Assets 765.0 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.69%
  • Turnover 31%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BTSMX

Will BTSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin Boston Trust SMID Cap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings BTSMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Waters Corp

2.29 16.7 Mil
Healthcare

Williams-Sonoma Inc

2.17 15.9 Mil
Consumer Cyclical

Charles River Laboratories International Inc

2.15 15.7 Mil
Healthcare

Service Corp International

2.09 15.3 Mil
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

2.06 15.0 Mil
Consumer Defensive

Nordson Corp

2.04 14.9 Mil
Industrials

F5 Inc

2.03 14.9 Mil
Technology

SEI Investments Co

2.03 14.8 Mil
Financial Services

Medpace Holdings Inc

2.00 14.6 Mil
Healthcare

FactSet Research Systems Inc

1.99 14.5 Mil
Financial Services