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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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22.900 -0.100 -0.43%

15/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 719.39M

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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	0.770	0.770	0.000
Shares	99.230	99.230	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.527	17.536
Price to Book	3.148	2.465
Price to Sales	2.453	1.583
Price to Cash Flow	12.876	11.048
Dividend Yield	1.509	1.449
5 Years Earnings Growth	7.061	12.045

Sector Allocation

Name	Net %	Category Average
Industrials	19.140	18.722
Financial Services	17.020	16.764
Technology	17.010	15.868
Healthcare	12.750	10.198
Consumer Cyclical	11.280	13.097
Consumer Defensive	6.520	4.339
Real Estate	5.720	7.093
Energy	4.970	4.995
Utilities	3.980	3.952
Basic Materials	1.620	4.716

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 %
Check Point Software	IL0010824113	2.43	214.94	-4.25%
SEI	US7841171033	2.23	71.43	-2.50%
BJs Wholesale Club	US05550J1016	2.13	115.83	-2.47%
Allegion PLC	IE00BFRT3W74	2.01	125.13	-1.39%
AptarGroup	US0383361039	1.97	145.00	+0.74%
ExlServices	US3020811044	1.95	45.48	-0.89%
Cooper	US2166485019	1.95	78.23	+0.55%
FactSet Research	US3030751057	1.90	427.23	-2.06%
Paycom Soft	US70432V1026	1.90	215.53	-1.71%
SCI	US8175651046	1.83	76.65	-1.77%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.26B	-4.11	4.28	9.00
Boston Trust Asset Management	528.26M	-1.49	3.99	8.24
Walden SMID Cap Fund	286.61M	-2.84	4.96	8.96
Boston Trust Midcap Fund	229.55M	17.45	8.39	10.39
Walden Equity	235.62M	0.76	6.75	10.69

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Recent Quotes

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