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.
Boston Trust Midcap Fund BTMFX
- NAV / 1-Day Return 23.34 / −0.72 %
- Total Assets 168.7M
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.70%
- Turnover 30%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 4:50 AM GMT+0
Morningstar’s Analysis BTMFX
Will BTMFX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SEI Investments Co | 2.27 | 4M | Financial Services |
TE Connectivity PLC Registered Shares | 2.18 | 4M | Technology |
Ross Stores Inc | 2.14 | 4M | Consumer Cyclical |
Hubbell Inc | 2.11 | 4M | Industrials |
Paychex Inc | 2.08 | 4M | Technology |
Mettler-Toledo International Inc | 2.01 | 4M | Healthcare |
BJ's Wholesale Club Holdings Inc | 2.00 | 4M | Consumer Defensive |
Teradyne Inc | 1.93 | 4M | Technology |
Nordson Corp | 1.91 | 4M | Industrials |
MSCI Inc | 1.91 | 4M | Financial Services |
United States