Boston Trust Smid Fund Quote

BTSMX Fund  USD 25.89  0.19  0.74%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Boston Trust is trading at 25.89 as of the 31st of January 2025; that is 0.74 percent increase since the beginning of the trading day. The fund's open price was 25.7. Boston Trust has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. Boston Trust is traded on NASDAQ Exchange in the United States. More on Boston Trust Smid

Moving together with Boston Mutual Fund

  0.9VIMAX Vanguard Mid CapPairCorr
  0.9VMCPX Vanguard Mid CapPairCorr
  0.9VMCIX Vanguard Mid CapPairCorr
  0.81VEXAX Vanguard Extended MarketPairCorr
  0.81VEMPX Vanguard Extended MarketPairCorr
  0.81VIEIX Vanguard Extended MarketPairCorr

Boston Mutual Fund Highlights

Fund ConcentrationMid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Boston Trust Smid [BTSMX] is traded in USA and was established 31st of January 2025. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 664.2 M in assets under management (AUM) with minimum initial investment of 1000 K. Boston Trust Smid is currently producing year-to-date (YTD) return of 2.97% with the current yeild of 0.01%, while the total return for the last 3 years was 6.3%.
Check Boston Trust Probability Of Bankruptcy

Instrument Allocation

Top Boston Trust Smid Mutual Fund Constituents

IPGInterpublic Group ofStockCommunication Services
ATRAptarGroupStockMaterials
MEDPMedpace HoldingsStockHealth Care
EVMast Global BatteryEtfNatural Resources
CORCencoraStockHealth Care
STESTERIS plcStockHealth Care
CRLCharles River LaboratoriesStockHealth Care
COOThe Cooper Companies,StockHealth Care
More Details

Boston Trust Smid Risk Profiles

Boston Trust Against Markets

Other Information on Investing in Boston Mutual Fund

Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites