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Morningstar

Boston Trust Midcap BTMFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 23.24  /  +0.35 %
  • Total Assets 227.7 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 26%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BTMFX

Will BTMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Boston Trust Midcap's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BTMFX

More BTMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

2.74 6.7 Mil
Industrials

SEI Investments Co

2.39 5.8 Mil
Financial Services

Williams-Sonoma Inc

2.20 5.4 Mil
Consumer Cyclical

Teradyne Inc

2.15 5.2 Mil
Technology

Marathon Oil Corp

2.09 5.1 Mil
Energy

The Cooper Companies Inc

2.07 5.1 Mil
Healthcare

Baker Hughes Co Class A

2.01 4.9 Mil
Energy

Waters Corp

1.92 4.7 Mil
Healthcare

Ross Stores Inc

1.92 4.7 Mil
Consumer Cyclical

Ulta Beauty Inc

1.91 4.7 Mil
Consumer Cyclical