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Boston Trust SMID Cap BTSMX

Quantitative rating as of
NAV / 1-Day Return
21.55  /  1.06 %
Total Assets
512.2 Mil
Adj. Expense Ratio
Expense Ratio
0.750%
Distribution Fee Level
Below Average
Share Class Type
Institutional
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.94%
Turnover
36%

Morningstar’s Analysis BTSMX

Will BTSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Boston Trust SMID Cap's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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