Boston Trust SMID Cap Fund

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

The current price of BTSMX fund is 24.88 USD — it has decreased by -1.03% in the past 24 hours. Watch BTSMX fund price performance more closely on the advanced chart.

BTSMX fund has decreased by 0.00% in the past week, has increased by 1.39% in the past month, and has increased by 7.47% in the past year. See more data on BTSMX fund chart.

As of 08 Jul 2025, the largest holdings include BJ Wholesale Club Holdings Inc COM USD0.01, SEI Investments Co COM USD0.01, Check Point Software Technologies Ltd. ORD ILS0.01, Paycom Software Inc COM USD0.01, FactSet Research Systems Inc. COM USD0.01, The Cooper Companies, Inc. COM. See the full list of BTSMX fund holdings.

The BTSMX fund consists of 8 holdings, including BJ Wholesale Club Holdings Inc COM USD0.01, SEI Investments Co COM USD0.01, Check Point Software Technologies Ltd. ORD ILS0.01 and others. See the full list of BTSMX fund holdings.

As of 08 Jul 2025, the BTSMX fund consists of 8 holdings. See the full list of BTSMX fund holdings.

The BTSMX fund sectors include - and more.

The easiest way to buy BTSMX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.