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