Boston Trust Midcap Fund BTMFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$26.49  /  +0.34%
  • Fund Size$163.9M
  • Adjusted Expense Ratio0.980%
  • Net Expense Ratio0.980%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Blend
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.63%
  • Turnover Ratio30%

Morningstar’s Analysis BTMFX

Will BTMFX outperform in the future?

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

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.

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Portfolio Holdings BTMFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mettler-Toledo International Inc

2.764M
Healthcare

NetApp Inc

2.464M
Technology

TE Connectivity PLC Registered Shares

2.273M
Technology

Keysight Technologies Inc

2.213M
Technology

SEI Investments Co

2.133M
Financial Services

Paychex Inc

2.103M
Technology

Nordson Corp

2.073M
Industrials

EOG Resources Inc

2.063M
Energy

Qualys Inc

1.993M
Technology

NXP Semiconductors NV

1.943M
Technology

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