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BTEFX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Boston Trust Equity (BTEFX) Ownership - Who owns Boston Trust Equity?

The investment seeks long-term capital growth through an actively managed portfolio of stocks... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.83
Min. Initial Investment
100000.00
Fund Existence
over 21 years
Turnover
3.22
Front Load
N/A
Net Assets
242328660.00
Manager Tenure
N/A

Fundamentals

BTEFX
Net Assets
242M
Fund Existence
over 21 years
Turnover
3.22
Total Expense Ratio
0.83
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.83
Assets in Top Ten Holdings
102M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
243M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
78.00
Number of Net Holdings
78.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
42.09%
Gain YTD
-0.428
Annual Yield % from dividends
0.77
Returns for 1 year
3.44
Returns for 3 years
32.06
Returns for 5 years
74.64
Returns for 10 years
127.31
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com