BTSMX : Boston Trust SMID Cap Fund

BTSMX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

BTSMX

Boston Trust SMID Cap Fund

FI Score

44 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

44% FI Score
  • btsmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Boston Trust SMID Cap Fund

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

Largest Holdings

Amount Holding
1.95% Nordson Corp
1.95% Steris PLC
1.87% Citrix Systems Inc
1.85% Akamai Technologies Inc
1.77% Hubbell Inc
1.76% Hill-Rom Holdings Inc
1.76% The Cooper Companies Inc
1.72% RPM International Inc
1.71% FactSet Research Systems Inc
1.71% Chemed Corp
1.71% Varian Medical Systems Inc
1.66% Aspen Technology Inc
1.65% CoreSite Realty Corp
1.60% SEI Investments Co
1.58% Atmos Energy Corp
1.58% PerkinElmer Inc
1.53% Donaldson Co Inc
1.53% Expeditors International of Washington Inc
1.51% Masimo Corp
1.51% UniFirst Corp
1.50% Waters Corp
1.47% AptarGroup Inc
1.46% Avery Dennison Corp
1.43% IDEX Corp
1.41% ONE Gas Inc

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