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Boston Trust Smid Cap Fund: (MF: BTSMX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:38 PM ET

$23.62 USD

-0.27 (-1.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.78 82
3 months 3.52 75
6 months 2.74 89
1 Year 3.73 92
3 Year 8.00 83
5 Year 7.38 34
10 Year 11.00 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.71
5 Year 7.56
10 Year 10.24
Since Inception 10.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.16 0.98 1.74 0.19
2024 8.23 -6.40 10.27 -1.39
2023 2.04 2.00 -2.85 11.89
2022 -5.67 -12.72 -4.09 11.38
2021 10.19 5.85 1.02 10.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.780.7110.1413.14-12.0630.498.2426.77-5.6218.3620.18
% Total Return Rel to Index 1.27-17.50-14.87-13.106.131.81-10.16-4.71-1.23-3.428.25
% Total Return Rel to Peer -1.91-6.59-1.77-2.937.4511.18-10.751.335.142.764.23
% Perf Quintile vs Peer* 5.005.000.004.002.001.004.002.002.002.003.00
% Dividends 0.000.200.210.160.200.180.120.120.110.070.15
% Yield 0.000.770.800.820.940.710.610.630.740.441.02
Capital Gains ($) 0.000.300.330.010.640.560.020.510.170.090.71
Expense Ratio 0.000.750.750.750.750.750.750.750.750.750.75

* 1 = Top 20%, 5 = Bottom 20%