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.

Strategy Information
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