Boston Trust SMID Cap Fund BTSMX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 28.13  /  +0.68 %
  • Total Assets 809.3M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.73%
  • Turnover 27%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:13 AM GMT+0

Morningstar’s Analysis BTSMX

Will BTSMX outperform in the future?

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

Still competitive despite stiff headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Boston Trust SMID Cap’s deep team and disciplined, quality-oriented approach earn Above Average People and High Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BTSMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NetApp Inc

2.09 16M
Technology

Snap-on Inc

2.03 16M
Industrials

Cincinnati Financial Corp

2.00 16M
Financial Services

Nordson Corp

1.98 15M
Industrials

IDEX Corp

1.96 15M
Industrials

Medpace Holdings Inc

1.90 15M
Healthcare

F5 Inc

1.90 15M
Technology

Qualys Inc

1.86 15M
Technology

SEI Investments Co

1.85 14M
Financial Services

Applied Industrial Technologies Inc

1.83 14M
Industrials

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