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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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24.600 -0.200 -0.81%

21/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 768.41M

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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	0.490	0.490	0.000
Shares	99.510	99.510	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.233	17.355
Price to Book	3.056	2.423
Price to Sales	2.365	1.539
Price to Cash Flow	11.891	10.609
Dividend Yield	1.616	1.499
5 Years Earnings Growth	7.107	11.429

Sector Allocation

Name	Net %	Category Average
Industrials	19.990	18.958
Technology	18.160	15.873
Financial Services	17.680	16.714
Healthcare	12.050	10.030
Consumer Cyclical	10.260	12.819
Consumer Defensive	6.230	4.613
Real Estate	5.540	7.103
Energy	4.650	4.775
Utilities	3.900	4.190
Basic Materials	1.540	4.676

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 95

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
SEI	US7841171033	2.46	90.61	-0.34%
Paycom Soft	US70432V1026	2.32	233.00	+2.22%
Allegion PLC	IE00BFRT3W74	2.31	151.78	+1.45%
BJs Wholesale Club	US05550J1016	2.26	105.87	+1.10%
Qualys	US74758T3032	2.13	140.62	+0.80%
Check Point Software	IL0010824113	2.08	222.22	-0.19%
FactSet Research	US3030751057	1.95	422.37	-0.17%
AptarGroup	US0383361039	1.90	156.98	+0.98%
Cincinnati Financial	US1720621010	1.83	150.35	+0.91%
Northern Trust	US6658591044	1.74	126.70	+0.88%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.33B	-3.66	8.48	9.17
Boston Trust Asset Management	555.3M	2.37	10.09	8.78
Walden SMID Cap Fund	332.21M	-1.58	10.43	9.18
Boston Trust Midcap Fund	238.62M	-1.19	4.90	9.19
Walden Equity	241.37M	-6.52	5.77	9.99

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Recent Quotes

	Name	Price	Chg.	Chg. %
	OMBA Moderate Ris.	131.433	+0.668	+0.51%
	Boston Trust SMID.	24.600	-0.200	-0.81%