BTSMX Mutual Fund (Boston Trust SMID Cap Fund) is managed by Boston Trust Walden Funds. BTSMX expense ratio is 0.75%, holding 75 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2011-11-30.

BTSMX performance shows a YTD return of 7.29%. The 1-year return is 9.88% and the 5-year return is 6.24%. BTSMX dividend yield stands at 1.90%, paid annually.

BTSMX top holdings include Idex (2.3%), On Semiconductor (2.1%), Snap-On Inc. (2.1%), Sei Investments (2.0%), Magnolia Oil & Gas (2.0%). View all BTSMX holdings, sector breakdown, or dividend history.

BTSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.