C
Boston Trust SMID Cap Fund BTSMX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings BTSMX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info BTSMX-NASDAQ Click to
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Provider Boston Trust Walden Funds
Manager/Tenure (Years) Kenneth P. Scott (13), Richard Q. Williams (8), Leanne Moore (5), 1 other
Website http://www.btim.com
Fund Information BTSMX-NASDAQ Click to
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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
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Dividend Yield 0.84%
Dividend BTSMX-NASDAQ Click to
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Dividend Yield (Forward) 1.62%
Asset Allocation BTSMX-NASDAQ Click to
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Cash 0.49%
Stock 99.51%
U.S. Stock 97.43%
Non-U.S. Stock 2.08%
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
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7-Day Total Return 2.79%
30-Day Total Return 3.51%
60-Day Total Return 4.81%
90-Day Total Return 6.64%
Year to Date Total Return 0.60%
1-Year Total Return 10.12%
2-Year Total Return 20.48%
3-Year Total Return 32.14%
5-Year Total Return 77.28%
Price BTSMX-NASDAQ Click to
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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 --
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NAV BTSMX-NASDAQ Click to
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Nav $25.05
1-Month Low NAV $24.10
1-Month High NAV $25.05
52-Week Low NAV $21.54
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.58
52-Week High Price (Date) Nov 25, 2024
Beta / Standard Deviation BTSMX-NASDAQ Click to
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Beta 0.99
Standard Deviation 18.06
Balance Sheet BTSMX-NASDAQ Click to
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Total Assets 767.24M
Operating Ratios BTSMX-NASDAQ Click to
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Expense Ratio 0.75%
Turnover Ratio 31.51%
Performance BTSMX-NASDAQ Click to
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Last Bull Market Total Return 17.45%
Last Bear Market Total Return -12.72%