Boston Trust SMID Cap Fund
BTSMX · NMFQS24.93
24.93
USD0.200.81%Sector weight
Sector
Equity %
Category Average
Industrials
19.00%
20.02%
Financial Services
16.81%
15.75%
Technology
16.52%
16.48%
Consumer Cyclical
12.26%
12.98%
Healthcare
12.02%
10.57%
Consumer Defensive
6.40%
3.91%
Real Estate
5.67%
6.12%
Energy
4.76%
4.29%
Utilities
3.80%
3.05%
Government
3.80%
1.72%
Municipal
3.80%
0.00%
Corporate
3.80%
6.19%
Securitized
3.80%
2.42%
Cash and Equivalents
3.80%
89.57%
Derivative
3.80%
0.10%
Basic Materials
1.70%
4.58%
Communication Services
1.06%
2.22%
World Regions
Region
Equity %
Category Average
North America
98.29%
98.16%
United Kingdom
0.88%
0.62%
Europe Developed
0.53%
0.55%
Asia Developed
0.16%
0.13%
Latin America
0.14%
0.28%
Africa/Middle East
0.00%
0.07%
Japan
0.00%
0.02%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.17%
Europe Emerging
0.00%
0.00%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
11.5K USD
15.04K USD
31.54K USD
Medium
55.35%
45.56%
92.62%
Small
40.39%
43.01%
1.15%
Micro
1.85%
0.43%
0.00%
Large
1.46%
5.65%
6.23%
Giant
0.00%
1.36%
0.00%
Valuation and Growth
Growth Rates
BTSMX.US
Category Average
Price/Prospective Earnings
19.68%
18.18%
Price/Cash Flow
14.00%
11.84%
Price/Book
3.41%
2.89%
Price/Sales
2.57%
1.69%
Dividend Yield
1.42%
1.15%
Valuation Rates
BTSMX.US
Category Average
Book-Value Growth
8.69%
6.92%
Sales Growth
8.03%
8.40%
Long-Term Earnings
7.41%
10.74%
Cash-Flow Growth
6.37%
17.57%
Historical Earnings
5.18%
8.95%
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