Boston Trust SMID Cap Fund (BTSMX)
25.48
+0.04
(+0.16%)
USD |
Feb 25 2026
BTSMX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.44% |
| Stock | 99.14% |
| Bond | 0.43% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2025
| Large | 2.85% |
| Mid | 9.87% |
| Small | 87.28% |
Region Exposure
| Americas | 93.30% |
|---|---|
|
North America
|
93.30% |
| United States | 93.30% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.26% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.62% |
| Ireland | 4.62% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.64% |
| Israel | 1.64% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.44% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.48% |
| Materials |
|
5.02% |
| Consumer Discretionary |
|
7.99% |
| Financials |
|
15.42% |
| Real Estate |
|
6.05% |
| Sensitive |
|
43.58% |
| Communication Services |
|
1.66% |
| Energy |
|
4.09% |
| Industrials |
|
21.78% |
| Information Technology |
|
16.05% |
| Defensive |
|
21.10% |
| Consumer Staples |
|
4.82% |
| Health Care |
|
12.00% |
| Utilities |
|
4.29% |
| Not Classified |
|
0.85% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.85% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |