Breaking News

Boston Trust Smid Cap Fund (BTSMX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

25.610 -0.180 -0.70%

22/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 841.95M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

BTSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust SMID Cap Fund (BTSMX) fund. Our Boston Trust SMID Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert

Add to Watchlist

Add to/Remove from a Portfolio

Name	Net %	Long %	Short %
Cash	0.960	0.960	0.000
Stocks	99.040	99.040	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.677	17.838
Price to Book	3.408	2.533
Price to Sales	2.572	1.646
Price to Cash Flow	13.995	11.363
Dividend Yield	1.418	1.411
5 Years Earnings Growth	7.411	11.642

Sector Allocation

Name	Net %	Category Average
Industrials	19.000	19.321
Financial Services	16.810	16.283
Technology	16.520	15.743
Consumer Cyclical	12.260	12.935
Healthcare	12.020	10.125
Consumer Defensive	6.400	4.277
Real Estate	5.670	7.183
Energy	4.760	4.937
Utilities	3.800	4.077
Basic Materials	1.700	4.930
Communication Services	1.060	2.742

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 97

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
AptarGroup	US0383361039	2.16	159.14	+0.04%
SEI	US7841171033	2.15	84.13	-0.12%
Waters	US9418481035	1.91	407.10	-0.31%
BJs Wholesale Club	US05550J1016	1.89	96.26	+1.11%
Paycom Soft	US70432V1026	1.87	205.00	-1.24%
FactSet Research	US3030751057	1.87	462.89	-0.40%
SCI	US8175651046	1.86	77.67	+0.82%
Qualys	US74758T3032	1.83	141.42	+0.31%
Cooper	US2166485019	1.79	95.32	+0.15%
Snap-On	US8330341012	1.77	349.84	-0.50%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.45B	12.55	4.06	9.78
Boston Trust Asset Management	578.07M	11.19	2.57	8.39
Walden SMID Cap Fund	314.05M	10.39	3.15	9.78
Walden Equity	271.45M	13.55	6.26	11.13
Boston Trust Midcap Fund	256.38M	17.45	8.39	10.39

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Philippines's comment guidelines and agree to the terms described.

I Agree

BTSMX Comments

Write your thoughts about Boston Trust Smid Cap Fund

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d62-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d62-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

PSEi Composite	6,378.86	+30.52	+0.48%
Nikkei 225	40,003.50	+388.00	+0.98%
Shanghai	3,230.16	+16.54	+0.51%
US 500	6,095.1	+8.8	+0.14%
US Tech 100	21,804.6	-48.4	-0.22%
DAX	21,407.87	+148.66	+0.70%
Dollar Index	107.990	+0.028	+0.03%

Crude Oil WTI	74.42	-1.02	-1.35%
Brent Oil	78.09	-0.91	-1.15%
Natural Gas	3.874	-0.086	-2.17%
Gold	2,760.61	-10.29	-0.37%
Silver	30.703	-0.717	-2.28%
US Soybeans	1,066.00	+11.00	+1.04%
Copper	4.3125	+0.0115	+0.27%

Philippines 2Y	5.640	-0.075	-1.40%
Philippines 10Y	6.220	-0.068	-1.11%
Philippines 20Y	6.360	-0.021	-0.31%
U.S. 2Y	4.287	-0.010	-0.23%
U.S. 10Y	4.639	+0.040	+0.87%
U.S. 30Y	4.867	+0.052	+1.08%
Germany 10Y	2.5120	-0.0010	-0.04%

Alphabet C	201.60	+1.57	+0.78%
Golden Haven	2,240.00	0.00	0.00%
Anheuser Busch ADR	47.84	+0.24	+0.49%
Booking	4,621.94	+2.73	+0.06%
Apple	224.50	+0.67	+0.30%
Alibaba ADR	85.38	-1.02	-1.18%
Tesla	412.59	-2.52	-0.61%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust SMID.	25.610	-0.180	-0.70%