Morningstar

Boston Trust Midcap Fund BTMFX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $25.71  /  +0.63 %
  • Fund Size $161.4M
  • Adjusted Expense Ratio 0.980%
  • Net Expense Ratio 0.980%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.67%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis BTMFX

Will BTMFX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTMFX 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 BTMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Midcap 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.

by Morningstar Automated Analysis
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Portfolio Holdings BTMFX

More BTMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mettler-Toledo International Inc

2.76 4M
Healthcare

NetApp Inc

2.46 4M
Technology

TE Connectivity PLC Registered Shares

2.27 3M
Technology

Keysight Technologies Inc

2.21 3M
Technology

SEI Investments Co

2.13 3M
Financial Services

Paychex Inc

2.10 3M
Technology

Nordson Corp

2.07 3M
Industrials

EOG Resources Inc

2.06 3M
Energy

Qualys Inc

1.99 3M
Technology

NXP Semiconductors NV

1.94 3M
Technology

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