Boston Trust Smid Fund Quote
| BTSMX Fund | USD 25.09 0.25 1.01% |
PerformanceVery Weak
| Odds Of DistressLow
|
Boston Trust is trading at 25.09 as of the 1st of March 2025; that is 1.01 percent increase since the beginning of the trading day. The fund's open price was 24.84. Boston Trust has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of December 2024 and ending today, the 1st of March 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. More on Boston Trust Smid
Moving together with Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Boston Trust Smid [BTSMX] is traded in USA and was established 1st of March 2025. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 664.2 M in assets under management (AUM) with minimum initial investment of 1000 K. Boston Trust Smid is currently producing year-to-date (YTD) return of 0.28% with the current yeild of 0.01%, while the total return for the last 3 years was 5.89%.
Check Boston Trust Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Trust Smid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Trust Smid Mutual Fund Constituents
| WAT | Waters | Stock | Health Care | |
| AZPN | Aspen Technology | Stock | Information Technology | |
| MTD | Mettler Toledo International | Stock | Health Care | |
| DORM | Dorman Products | Stock | Consumer Discretionary | |
| CHE | Chemed Corp | Stock | Health Care | |
| STE | STERIS plc | Stock | Health Care | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| AVY | Avery Dennison Corp | Stock | Materials |
Boston Trust Smid Risk Profiles
| Mean Deviation | 0.6307 | |||
| Standard Deviation | 0.8322 | |||
| Variance | 0.6925 | |||
| Risk Adjusted Performance | (0.08) |
Boston Trust Against Markets
Other Information on Investing in Boston Mutual Fund
Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like |