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Nasdaq - Delayed Quote USD
Boston Trust Equity (BTEFX)
42.99
+0.37
+(0.87%)
At close: 8:08:43 AM EDT
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42.62 - YTD Return 2.19%
- Expense Ratio 0.85%
- Category Large Blend
- Last Cap Gain 71.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 251.88M
- Beta (5Y Monthly) 0.91
- Yield 0.71%
- 5y Average Return --
- Holdings Turnover 3.22%
- Last Dividend 0.33
- Inception Date Oct 1, 2003
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. "Assets" means net assets, plus the amount of borrowing for investment purposes.
Boston Trust Walden Funds
Fund Family
Large Blend
Fund Category
251.88M
Net Assets
2003-10-01
Inception Date
Performance Overview: BTEFX
View MoreTrailing returns as of 3/28/2025. Category is Large Blend.
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Holdings: BTEFX
View MoreSector Weightings
SectorBTEFX
Technology 25.38%
Financial Services 14.93%
Healthcare 13.84%
Consumer Cyclical 10.60%
Industrials 9.95%
Communication Services 9.51%
Consumer Defensive 8.12%
Energy 3.05%
Utilities 2.75%
Basic Materials 1.87%
Real Estate 0.00%
Recent News: BTEFX
View MoreResearch Reports: BTEFX
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