Boston Trust SMID Cap retains long-term merit despite some recent manager shuffling.
Boston Trust SMID Cap BTSMX
- NAV / 1-Day Return 25.64 / +0.43 %
- Total Assets 833.2 Mil
-
Adj. Expense Ratio
- 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 0.63%
- Turnover 31%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 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.
People Pillar
Parent Pillar
- 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 |