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Boston Trust SMID Cap Fund (BTSMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

Looking to diversify beyond BTSMX? The mutual funds below have the lowest correlation with BTSMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BTSMX.

Best Diversifiers for BTSMX

0 mutual funds have low correlation with BTSMX (below 0.3), 0 of which are negatively correlated. The least correlated is Tarkio Fund (TARKX) (Mid Cap Blend Equities) with a 1Y correlation of 0.56, down from 0.80 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
TARKX
Tarkio Fund0.560.710.80
68
Mid Cap Blend EquitiesBTSMX vs TARKX
FXAIX
Fidelity 500 Index Fund0.590.690.80
66
S&P 500BTSMX vs FXAIX
HDPMX
Hodges Fund0.590.690.76
78
Mid Cap Blend EquitiesBTSMX vs HDPMX
GENIX
Gotham Enhanced Return Fund0.620.690.79
74
Mid Cap Blend EquitiesBTSMX vs GENIX
PFSLX
Paradigm Select Fund0.620.730.80
92
Mid Cap Blend EquitiesBTSMX vs PFSLX
See all 20 diversifiers for BTSMX

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