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BTSMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$24.99
Change
-$0.03 (-0.12%)
Net Assets
828.44M

BTSMX Boston Trust SMID Cap Forecast, Technical & Fundamental Analysis

Category MidCapBlend
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A.I.Advisor
published Highlights

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 14.32B. 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 -20%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 49
Price Growth Rating: 43
SMR Rating: 34
Profit Risk Rating: 29
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com
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BTSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTSMX has been closely correlated with FSMDX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTSMX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTSMX
1D Price
Change %
BTSMX100%
-0.12%
FSMDX - BTSMX
91%
Closely correlated
N/A
VSEMX - BTSMX
90%
Closely correlated
-0.17%
FSMAX - BTSMX
86%
Closely correlated
-0.16%
VMCPX - BTSMX
84%
Closely correlated
-0.06%
VIMSX - BTSMX
84%
Closely correlated
-0.06%
More