BTSMX Mutual Fund

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, Financials, Information Technology. Inception date: 2011-11-30.

BTSMX performance shows a YTD return of 9.84%. The 1-year return is 11.99% and the 5-year return is 6.25%. BTSMX dividend yield stands at 1.86%, paid annually.

BTSMX top holdings include I D E X Corporation (2.3%), On Semiconductor Corp (2.1%), Snap-On Inc. (2.1%), Sei Investments Co. (2.0%), Magnolia Oil & Gas Corp (2.0%). 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.