Boston Trust SMID Cap Fund

Class Other (BTSMX)

U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Boston Trust & Walden Funds funds

See full Small Growth rankings

See more fund rankings


The fund has returned 18.90 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.5%
1 Year 18.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more BTSMX performance


The investment seeks long-term capital growth through an actively managed portfolio of stocks of small to middle ("mid") capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock, of domestic small and mid cap companies. For these purposes, the Adviser defines small to mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500 Index at the time of purchase. However, the fund generally excludes securities with market capitalizations less than $400 million at time of purchase.


Fees are Above Average compared to funds in the same category.
Boston Trust SMID Cap Fund has an expense ratio of 1.00 percent.

See more BTSMX fees


Risk is N/A compared to funds in the same category according to Morningstar.

See more BTSMX risk

See Also:

Top Boston Trust & Walden Funds Funds