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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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25.120 -0.280 -1.10%

14/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 781.24M

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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	0.660	0.660	0.000
Shares	99.340	99.340	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.280	17.649
Price to Book	3.072	2.457
Price to Sales	2.390	1.555
Price to Cash Flow	11.974	10.676
Dividend Yield	1.587	1.479
5 Years Earnings Growth	7.311	11.303

Sector Allocation

Name	Net %	Category Average
Industrials	20.390	19.128
Financial Services	17.990	16.690
Technology	17.530	16.011
Healthcare	12.380	9.913
Consumer Cyclical	10.040	12.852
Consumer Defensive	5.890	4.617
Real Estate	5.630	7.012
Energy	4.810	4.799
Utilities	3.740	4.118
Basic Materials	1.610	4.598

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	2.55	88.81	+0.30%
Allegion PLC	IE00BFRT3W74	2.29	168.55	-0.63%
Qualys	US74758T3032	2.16	129.16	-2.28%
BJs Wholesale Club	US05550J1016	2.11	102.86	-0.55%
Northern Trust	US6658591044	2.03	128.49	+2.00%
FactSet Research	US3030751057	1.87	374.96	-0.33%
AptarGroup	US0383361039	1.85	138.34	-2.18%
Nordson	US6556631025	1.79	217.22	-1.97%
Cincinnati Financial	US1720621010	1.78	154.15	+0.09%
Magnolia Oil	US5596631094	1.78	23.80	-0.50%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.34B	-4.94	4.99	9.20
Boston Trust Asset Management	563.55M	3.57	7.98	8.67
Walden SMID Cap Fund	332.92M	-1.18	7.10	9.28
Boston Trust Midcap Fund	242.31M	-1.19	4.90	9.19
Walden Equity	245.56M	-6.52	5.77	9.99

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