BTSMX Mutual Fund

BTSMX Mutual Fund (Boston Trust SMID Cap Fund) is managed by Boston Trust Walden Funds with $733.4M in net assets. BTSMX expense ratio is 0.75%, holding 85 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2011-11-30.

BTSMX performance shows a YTD return of 12.07%. The 1-year return is 11.47% and the 5-year return is 6.16%. BTSMX dividend yield stands at 1.82%, paid annually.

BTSMX top holdings include Sei Investments Co. (2.1%), Netapp Inc (2.1%), Medpace Holdings Inc (2.0%), I D E X Corporation (1.9%), Allegion Plc (1.9%). Go to all BTSMX holdings, BTSMX sectors, or BTSMX dividends.

BTSMX can be compared against other funds. Use BTSMX overlap to find shared positions, or BTSMX vs another fund for a side-by-side view. BTSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.