Boston Trust Equity holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Boston Trust Equity Fund BTEFX
- NAV / 1-Day Return 46.15 / −0.69 %
- Total Assets 246.9M
-
Adj. Expense Ratio
0.830%
- Expense Ratio 0.830%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.48%
- Turnover 14%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 3:55 AM GMT+0
Morningstar’s Analysis BTEFX
Will BTEFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BTEFX 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 BTEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 9.79 | 24M | Communication Services |
Microsoft Corp | 7.04 | 18M | Technology |
Apple Inc | 6.88 | 17M | Technology |
JPMorgan Chase & Co | 5.16 | 13M | Financial Services |
Visa Inc Class A | 3.71 | 9M | Financial Services |
Exxon Mobil Corp | 3.10 | 8M | Energy |
W.W. Grainger Inc | 3.03 | 8M | Industrials |
Analog Devices Inc | 2.67 | 7M | Technology |
Costco Wholesale Corp | 2.65 | 7M | Consumer Defensive |
Johnson & Johnson | 2.63 | 7M | Healthcare |
United States