BTEFX – Boston Trust Equity Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% 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. "Assets" means net assets, plus the amount of borrowing for investment purposes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BTEFX	Boston Trust Equity Fund	Institutional	Open			Oct 1, 2003	$254.46M	0.830%	High	$100,000	−$21.80M

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