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Morningstar

Boston Trust Midcap BTMFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 24.56  /  +1.40 %
  • Total Assets 244.6 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • 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 0.43%
  • Turnover 26%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • 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.

A sound investment process and strong management team 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BTMFX

More BTMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Paychex Inc

2.74 6.5 Mil
Industrials

Teradyne Inc

2.54 6.1 Mil
Technology

Marathon Oil Corp

2.22 5.3 Mil
Energy

Williams-Sonoma Inc

2.05 4.9 Mil
Consumer Cyclical

Ross Stores Inc

2.00 4.8 Mil
Consumer Cyclical

SEI Investments Co

1.98 4.7 Mil
Financial Services

Baker Hughes Co Class A

1.95 4.6 Mil
Energy

Ansys Inc

1.93 4.6 Mil
Technology

The Cooper Companies Inc

1.87 4.5 Mil
Healthcare

TE Connectivity Ltd

1.84 4.4 Mil
Technology