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.
Boston Trust Midcap BTMFX
- NAV / 1-Day Return 23.58 / +0.73 %
- Total Assets 228.8 Mil
-
Adj. Expense Ratio
- 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 0.41%
- Turnover 26%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Paychex Inc | 2.74 | 6.7 Mil | Industrials |
SEI Investments Co | 2.39 | 5.8 Mil | Financial Services |
Williams-Sonoma Inc | 2.20 | 5.4 Mil | Consumer Cyclical |
Teradyne Inc | 2.15 | 5.2 Mil | Technology |
Marathon Oil Corp | 2.09 | 5.1 Mil | Energy |
The Cooper Companies Inc | 2.07 | 5.1 Mil | Healthcare |
Baker Hughes Co Class A | 2.01 | 4.9 Mil | Energy |
Waters Corp | 1.92 | 4.7 Mil | Healthcare |
Ross Stores Inc | 1.92 | 4.7 Mil | Consumer Cyclical |
Ulta Beauty Inc | 1.91 | 4.7 Mil | Consumer Cyclical |