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Boston Trust Smid Cap Fund (BTSMX)

US Funds

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24.810 -0.090 -0.36%

07/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 820.46M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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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	0.960	0.960	0.000
Stocks	99.040	99.040	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.677	17.445
Price to Book	3.408	2.499
Price to Sales	2.572	1.608
Price to Cash Flow	13.995	11.170
Dividend Yield	1.418	1.432
5 Years Earnings Growth	7.411	11.658

Sector Allocation

Name	Net %	Category Average
Industrials	19.000	19.366
Financial Services	16.810	16.093
Technology	16.520	15.624
Consumer Cyclical	12.260	12.858
Healthcare	12.020	10.201
Consumer Defensive	6.400	4.221
Real Estate	5.670	7.289
Energy	4.760	4.903
Utilities	3.800	4.059
Basic Materials	1.700	5.058
Communication Services	1.060	2.909

Region Allocation

Equities

North America
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 97

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
AptarGroup	US0383361039	2.16	153.67	+0.16%
SEI	US7841171033	2.15	81.15	-0.04%
Waters	US9418481035	1.91	376.31	-0.19%
BJs Wholesale Club	US05550J1016	1.89	92.63	+1.72%
Paycom Soft	US70432V1026	1.87	199.72	-1.18%
FactSet Research	US3030751057	1.87	457.86	-0.61%
SCI	US8175651046	1.86	78.46	+0.45%
Qualys	US74758T3032	1.83	133.80	-1.77%
Cooper	US2166485019	1.79	92.30	-0.43%
Snap-On	US8330341012	1.77	336.79	+0.34%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.42B	22.31	8.91	10.91
Boston Trust Asset Management	569.48M	14.39	5.10	8.71
Walden SMID Cap Fund	303.26M	18.94	7.92	10.73
Walden Equity	267.22M	13.55	6.26	11.13
Boston Trust Midcap Fund	254.79M	17.45	8.39	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust SMID.	24.810	-0.090	-0.36%