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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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24.930 +0.280 +1.14%

06/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 819.85M

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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

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Name	Net %	Long %	Short %
Cash	0.590	0.590	0.000
Stocks	99.410	99.410	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.599	17.502
Price to Book	3.216	2.461
Price to Sales	2.523	1.602
Price to Cash Flow	13.363	11.044
Dividend Yield	1.453	1.441
5 Years Earnings Growth	7.449	11.664

Sector Allocation

Name	Net %	Category Average
Industrials	19.250	18.900
Technology	17.380	16.088
Financial Services	16.600	16.499
Healthcare	13.200	10.146
Consumer Cyclical	11.340	13.079
Consumer Defensive	6.210	4.317
Real Estate	5.530	7.060
Energy	4.830	4.982
Utilities	3.620	3.989
Basic Materials	1.620	4.718
Communication Services	0.430	2.799

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 96

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
SEI	US7841171033	2.36	75.77	-0.28%
Check Point Software	IL0010824113	2.34	230.20	+3.01%
AptarGroup	US0383361039	2.05	152.78	+1.08%
BJs Wholesale Club	US05550J1016	2.03	115.50	+2.82%
Cooper	US2166485019	2.03	85.00	-6.57%
ExlServices	US3020811044	1.98	47.58	+1.75%
FactSet Research	US3030751057	1.90	440.73	-0.22%
Allegion PLC	IE00BFRT3W74	1.88	131.30	+3.10%
Williams-Sonoma	US9699041011	1.87	188.41	+3.28%
Waters	US9418481035	1.78	392.99	+1.72%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.38B	-0.50	5.99	9.48
Boston Trust Asset Management	560.45M	2.11	5.99	8.53
Walden SMID Cap Fund	310.06M	0.65	6.18	9.44
Walden Equity	256.68M	13.55	6.26	11.13
Boston Trust Midcap Fund	249.83M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust SMID.	24.930	+0.280	+1.14%