Boston Trust Equity Fund Quote

BTEFX Fund  USD 45.98  0.27  0.59%   

Performance

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Odds Of Distress

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Low
Boston Trust is trading at 45.98 as of the 24th of July 2025; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 45.71. Boston Trust has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities, such as common stock. Boston Trust is traded on NASDAQ Exchange in the United States. More on Boston Trust Equity

Moving against BOSTON Mutual Fund

  0.41TRV The Travelers CompaniesPairCorr

BOSTON Mutual Fund Highlights

Fund ConcentrationLarge Blend, Boston Trust Walden Funds, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Boston Trust Equity [BTEFX] is traded in USA and was established 24th of July 2025. The fund is listed under Large Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 210.83 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Equity is currently producing year-to-date (YTD) return of 2.57% with the current yeild of 0.01%, while the total return for the last 3 years was 11.35%.
Check Boston Trust Probability Of Bankruptcy

Instrument Allocation

Top Boston Trust Equity Mutual Fund Constituents

AAPLApple IncStockInformation Technology
ACNAccenture plcStockInformation Technology
BDXBecton Dickinson andStockHealth Care
CMCSAComcast CorpStockCommunication Services
COSTCostco Wholesale CorpStockConsumer Staples
GOOGAlphabet Inc Class CStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
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Boston Trust Equity Risk Profiles

Boston Trust Against Markets

Other Information on Investing in BOSTON Mutual Fund

Boston Trust financial ratios help investors to determine whether BOSTON Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BOSTON with respect to the benefits of owning Boston Trust security.
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