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Boston Trust Equity Fund (BTEFX)

US Funds

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45.86 +0.14 +0.31%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 254.3M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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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.

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Rating

1-Year Change12.53%

Prev. Close45.72

Risk Rating

TTM Yield0.73%

ROE36.06%

IssuerBoston Trust & Walden Funds

Turnover3.01%

ROA13.42%

Inception Date37895

Total Assets254.3M

Expenses0.83%

Min. Investment100,000

Market Cap272.27B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1137	998	1137	1145	1702	2913
Fund Return	13.72%	-0.15%	13.72%	4.61%	11.22%	11.28%
Place in category	1220	1105	1220	1103	952	558
% in Category	88	77	88	85	79	64

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.47B	12.55	4.06	9.78
Boston Trust SMID Cap Fund	848.45M	10.17	3.12	9.90
Boston Trust Asset Management	577M	11.19	2.57	8.39
Walden SMID Cap Fund	311.1M	10.39	3.15	9.78
Walden Equity	270.21M	13.55	6.26	11.13

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	714.4B	23.76	7.88	-
Fidelity 500 Index Institutional Pr	619.45B	25.00	8.93	13.09
Vanguard 500 Index Admiral	562.19B	24.97	8.89	13.06
Vanguard Total Stock Market Admiral	406.82B	23.74	7.86	12.49
Vanguard 500 Index Institutional Se	200.46B	25.00	8.93	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.32	443.55	-0.59%
Apple	US0378331005	6.82	224.35	+0.23%
Alphabet C	US02079K1079	6.54	201.57	+0.77%
Costco	US22160K1051	4.44	939.25	-0.58%
JPMorgan	US46625H1005	4.06	264.83	+0.76%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Equi.	45.86	+0.14	+0.31%