Morningstar

Boston Trust SMID Cap Fund BTSMX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $28.12  /  −0.35 %
  • Fund Size $654.6M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.75%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis BTSMX

Will BTSMX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Eric Schultz
Rated on Published on

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Portfolio Holdings BTSMX

More BTSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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F5 Inc

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IDEX Corp

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Littelfuse Inc

1.95 14M
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Globus Medical Inc Class A

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Allegion PLC

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Expeditors International of Washington Inc

1.84 13M
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