Morningstar

Boston Trust Equity Fund BTEFX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $50.31  /  −0.20 %
  • Fund Size $262.6M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.47%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis BTEFX

Will BTEFX 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 BTEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Equity 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 BTEFX

More BTEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.72 22M
Technology

Alphabet Inc Class C

8.59 22M
Communication Services

Apple Inc

8.31 21M
Technology

NVIDIA Corp

5.46 14M
Technology

JPMorgan Chase & Co

5.36 14M
Financial Services

Visa Inc Class A

3.98 10M
Financial Services

ExxonMobil Holdings Corp

3.22 8M
Energy

W.W. Grainger Inc

3.20 8M
Industrials

Johnson & Johnson

2.98 8M
Healthcare

Costco Wholesale Corp

2.34 6M
Consumer Defensive

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