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Nasdaq - Delayed Quote USD
Boston Trust Equity (BTEFX)
43.25
+0.21
+(0.49%)
At close: 6:48:45 PM EDT
Top 10 Holdings (43.08% of Total Assets)
SymbolCompany% Assets
Sector 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%
Overall Portfolio Composition (%)
| Cash | 0.60% |
| Stocks | 99.40% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | BTEFX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.18 | 0.21 |
| Price/Sales | 0.27 | 0.4 |
| Price/Cashflow | 0.05 | 0.06 |
| Median Market Cap | 283,829.41 | 335,222.28 |
| 3 Year Earnings Growth | 10.66 | 21.25 |
Bond Holdings
| Average | BTEFX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -3.11% |
| 5y Average Return | 15.56% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Boston Trust Walden Funds |
| Net Assets | 251.88M |
| YTD Return | 2.19% |
| Yield | 0.71% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2003 |
Fund Summary
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.
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