Back to top
more

Boston Trust Smid Cap Fund: (MF: BTSMX)

(NASDAQ Mutual Funds) As of May 8, 2026 06:55 PM ET

$25.00 USD

+0.01 (0.04%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -2.19 78
3 months -2.19 78
6 months -2.01 84
1 Year 0.68 95
3 Year 6.35 87
5 Year 5.03 39
10 Year 9.49 47

* 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 Mar 31, 2026

1 Year 0.68
5 Year 5.03
10 Year 9.49
Since Inception 10.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.19 NA NA NA
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 -2.190.7110.1413.14-12.0630.498.2426.77-5.6218.3620.18
% Total Return Rel to Index 3.10-17.50-14.87-13.106.131.81-10.16-4.71-1.23-3.428.25
% Total Return Rel to Peer -2.95-6.59-1.77-2.937.4511.18-10.751.335.142.764.23
% Perf Quintile vs Peer* 5.005.004.004.002.001.004.002.002.002.003.00
% Dividends 0.000.200.210.160.200.180.120.120.110.070.15
% Yield 0.000.770.760.820.940.710.610.630.740.441.02
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%