BTSMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Boston Trust SMID Cap (BTSMX) Ownership - Who owns Boston Trust SMID Cap?

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BTSMX

Net Assets

747M

Fund Existence

over 13 years

Turnover

31.51

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.85

Assets in Top Ten Holdings

152M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

736M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

97.00

Number of Net Holdings

98.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.31%

Gain YTD

-4.659

Annual Yield % from dividends

0.88

Returns for 1 year

0.20

Returns for 3 years

15.12

Returns for 5 years

64.23

Returns for 10 years

87.90

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General Information

Category MidCapBlend

Profile

Fundamentals

Details