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Boston Trust Equity BTEFX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 41.69  /  +0.26 %
  • Total Assets 235.3 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.61%
  • Turnover 10%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis BTEFX

Will BTEFX outperform in future?

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

A sound investment process and strong management team underpin Boston Trust Equity'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-highest quintile among peers.

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Portfolio Holdings BTEFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.99 20.3 Mil
Technology

Apple Inc

6.60 14.9 Mil
Technology

Alphabet Inc Class C

6.29 14.2 Mil
Communication Services

Accenture PLC Class A

4.03 9.1 Mil
Technology

Costco Wholesale Corp

4.01 9.0 Mil
Consumer Defensive

JPMorgan Chase & Co

3.42 7.7 Mil
Financial Services

Visa Inc Class A

3.39 7.7 Mil
Financial Services

UnitedHealth Group Inc

2.72 6.1 Mil
Healthcare

W.W. Grainger Inc

2.58 5.8 Mil
Industrials

Comcast Corp Class A

2.40 5.4 Mil
Communication Services