Industry description
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies.
The fund invests, under normal circumstances, at least 80% 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. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.
Market Cap
The average market capitalization across the Boston Trust SMID Cap MF is 14.16B. The market cap for tickers in the group ranges from 9.3B to 20.38B. WAT holds the highest valuation in this group at 20.38B. The lowest valued company is SEIC at 9.3B.
Volume
The average weekly volume growth across all stocks in the Boston Trust SMID Cap MF was 86%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 103%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 49
Price Growth Rating: 43
SMR Rating: 34
Profit Risk Rating: 29
Seasonality Score: -50 (-100 ... +100)