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Boston Trust Equity Fund (BTEFX)

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43.05 +0.01    +0.02%
27/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 240.68M
Type:  Fund
Market:  United States
Issuer:  Boston Trust & Walden Funds
Asset Class:  Equity
Boston Trust Equity 43.05 +0.01 +0.02%

BTEFX Overview

 
Find basic information about the Boston Trust Equity Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BTEFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1011564044)
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Rating
1-Year Change13.44%
Prev. Close43.04
Risk Rating
TTM Yield0.60%
ROE36.03%
IssuerBoston Trust & Walden Funds
Turnover6.19%
ROA13.76%
Inception Date37895
Total Assets240.68M
Expenses0.85%
Min. Investment100,000
Market Cap251.88B
CategoryLarge Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 1013 1174 1221 1870 2875
Fund Return 5.38% 1.27% 17.36% 6.87% 13.34% 11.14%
Place in category 1316 1291 1303 947 868 491
% in Category 89 86 91 71 72 57

Top Equity Funds by Boston Trust Walden Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Boston Trust Small Cap 1.3B 2.71 4.52 9.41
  Boston Trust SMID Cap Fund 770.89M 2.04 4.52 9.79
  Boston Trust Asset Management 584.14M 4.28 4.32 8.34
  Walden Equity 273.96M 3.17 9.66 11.15
  Walden SMID Cap Fund 248.54M 2.03 4.53 9.60

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 656.55B 10.13 7.72 -
  Fidelity 500 Index Institutional Pr 540.14B 11.29 9.55 12.68
  Vanguard 500 Index Admiral 507.74B 11.28 9.52 12.65
  Vanguard Total Stock Market Admiral 371.57B 10.12 7.70 12.03
  Vanguard 500 Index Institutional Se 172.16B 11.29 9.55 -

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 9.02 454.53 +0.37%
  Alphabet C US02079K1079 7.41 185.98 -0.47%
  Apple US0378331005 6.62 214.85 +0.35%
  Costco US22160K1051 4.21 855.98 +0.63%
  JPMorgan US46625H1005 3.65 201.69 +1.27%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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