Boston Trust Equity Fund Quote
| BTEFX Fund | USD 47.29 0.12 0.25% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Boston Trust is trading at 47.29 as of the 1st of December 2024; that is 0.25 percent increase since the beginning of the trading day. The fund's open price was 47.17. Boston Trust has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Boston Trust Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities, such as common stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. More on Boston Trust Equity
Moving together with Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Blend Funds, Large Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Boston Trust Equity [BTEFX] is traded in USA and was established 1st of December 2024. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 210.83 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Equity is currently producing year-to-date (YTD) return of 17.94% with the current yeild of 0.01%, while the total return for the last 3 years was 6.76%.
Check Boston Trust Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Trust Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Trust Equity Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Boston Trust Equity Risk Profiles
| Mean Deviation | 0.4794 | |||
| Semi Deviation | 0.445 | |||
| Standard Deviation | 0.645 | |||
| Variance | 0.416 |
Boston Trust Against Markets
Other Information on Investing in Boston Mutual Fund
Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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