Small Cap

Objective & Approach
The objective of the Boston Trust Small Cap strategy is to outperform the Russell 2000 Index with less risk over a full market cycle. The portfolio is comprised of smaller capitalization companies that are higher quality, innovative and leveraged to more sustainable elements of economic growth. The portfolios are broadly diversified and possess portfolio characteristics superior to the small cap equity market.
 
Strategy Information
Asset Class  Small Cap Equity
Benchmark  Russell 2000 Index 
Inception Date  January 1, 1998 
Vehicles* Separate accounts, mutual fund
Number of Holdings  Approximately 100 
*This strategy (all vehicles) is closed to new investors.