Boston Trust SMID Cap Fund
BTSMX
NASDAQ
| Weiss Ratings | BTSMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | BTSMX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Richard Q. Williams (9), Leanne Moore (6), Bradley Hunnewell (2) | |||
| Website | http://www.btim.com | |||
| Fund Information | BTSMX-NASDAQ | Click to Compare |
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| Fund Name | Boston Trust SMID Cap Fund | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 30, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BTSMX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.75% | |||
| Dividend | BTSMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.35% | |||
| Asset Allocation | BTSMX-NASDAQ | Click to Compare |
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| Cash | 0.68% | |||
| Stock | 99.32% | |||
| U.S. Stock | 99.32% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BTSMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.18% | |||
| 30-Day Total Return | -1.71% | |||
| 60-Day Total Return | -1.82% | |||
| 90-Day Total Return | 0.33% | |||
| Year to Date Total Return | 9.47% | |||
| 1-Year Total Return | 9.26% | |||
| 2-Year Total Return | 9.78% | |||
| 3-Year Total Return | 38.94% | |||
| 5-Year Total Return | 32.17% | |||
| Price | BTSMX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BTSMX-NASDAQ | Click to Compare |
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| Nav | $26.91 | |||
| 1-Month Low NAV | $26.58 | |||
| 1-Month High NAV | $27.56 | |||
| 52-Week Low NAV | $23.60 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $28.20 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | BTSMX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 14.27 | |||
| Balance Sheet | BTSMX-NASDAQ | Click to Compare |
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| Total Assets | 729.76M | |||
| Operating Ratios | BTSMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 26.52% | |||
| Performance | BTSMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.48% | |||
| Last Bear Market Total Return | -12.72% | |||