Boston Trust SMID Cap FundBTSMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$694.9M
Expense ratio
0.75%
1-year return
+0.7%
3 years, a year
+6.4%
5 years, a year
+5.0%
Holdings
76
What it aims to do.
The Boston Trust SMID Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization (smid cap) companies.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MGY Magnolia Oil & Gas Corporation | 2.20% |
| BJ BJ Wholesale Club Holdings Inc | 2.12% |
| IEX Idex Corporation | 2.10% |
| SNA Snap-On Incorporated | 2.03% |
| ALLE Allegion PLC | 2.01% |
| NDSN Nordson Corp | 1.93% |
| AM Antero Midstream Corporation | 1.92% |
| CINF Cincinnati Financial Corporation | 1.89% |
| GMED Globus Med Inc | 1.87% |
| SEIC SEI Investments Co | 1.83% |
More on BTSMX.
- BTSMX overview
- BTSMX holdings
- BTSMX risk
- BTSMX costs
- BTSMX money in and out
- BTSMX share classes
- Compare BTSMX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.