Morningstar

Boston Trust SMID Cap BTSMX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 25.64  /  +0.87 %
  • Total Assets 818.7 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 0.65%
  • Turnover 31%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 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.

  • 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.

A great SMID-cap option.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Boston Trust SMID Cap retains long-term merit despite some recent manager shuffling.

by Andrew Daniels
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 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Service Corp International

2.10 17.0 Mil
Consumer Cyclical

AptarGroup Inc

2.10 16.9 Mil
Healthcare

The Cooper Companies Inc

1.98 16.0 Mil
Healthcare

SEI Investments Co

1.92 15.5 Mil
Financial Services

ExlService Holdings Inc

1.90 15.3 Mil
Technology

Waters Corp

1.88 15.2 Mil
Healthcare

Nordson Corp

1.87 15.1 Mil
Industrials

Teleflex Inc

1.83 14.8 Mil
Healthcare

FactSet Research Systems Inc

1.76 14.2 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

1.72 13.8 Mil
Consumer Defensive

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