SMID Cap

Objective & Approach 

The objective of the Boston Trust SMID Cap strategy is to outperform the Russell 2500 Index with less risk over a full market cycle. The portfolio invests primarily in small-to-mid capitalization companies that offer innovative products and services in above average growth markets. The portfolios are broadly diversified and possess portfolio characteristics superior to the small-to-mid cap equity market. 
 
Strategy Information
Asset Class Small-Mid Cap 
Benchmark  Russell 2500 Index 
Inception Date  February 1, 2010 
Vehicles  Separate accounts, mutual fund 
Number of Holdings  Approximately 100