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Boston Trust Equity BTEFX

Quantitative rating as of | See Boston Trust & Walden Investment Hub
  • NAV / 1-Day Return 36.78  /  1.32 %
  • Total Assets 200.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 7%

Morningstar’s Analysis BTEFX

Will BTEFX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Boston Trust Equity's Morningstar Quantitative Rating of Silver. 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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