Objective & Approach
|The objective of the Boston Trust SMID Cap strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models.
|Asset Class||Small-Mid Cap Equity|
|Benchmark||Russell 2500™ Index|
|Inception Date||February 1, 2010|
|Vehicles||Separate accounts, mutual fund|
|Number of Holdings||Approximately 100|