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Boston Trust Midcap BTMFX

Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 23.92  /  +0.55 %
  • Total Assets 238.0 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 0.42%
  • Turnover 28%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 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.

A strong management team and sound investment process 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.

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Portfolio Holdings BTMFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

3.03 6.8 Mil
Industrials

Ross Stores Inc

2.42 5.5 Mil
Consumer Cyclical

Waters Corp

2.41 5.4 Mil
Healthcare

Baker Hughes Co Class A

2.32 5.2 Mil
Energy

SEI Investments Co

2.30 5.2 Mil
Financial Services

FactSet Research Systems Inc

2.17 4.9 Mil
Financial Services

The Cooper Companies Inc

2.08 4.7 Mil
Healthcare

Ulta Beauty Inc

2.00 4.5 Mil
Consumer Cyclical

AMETEK Inc

1.84 4.2 Mil
Industrials

TE Connectivity Ltd

1.81 4.1 Mil
Technology