Ad is loading...
MENU

BTEFX Boston Trust Equity Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Accenture PLC (NYSE:ACN).

Industry description

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

Market Cap

The average market capitalization across the Boston Trust Equity MF is 1.04T. The market cap for tickers in the group ranges from 49.98B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GWW at 49.98B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Equity MF was 32%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 74
P/E Growth Rating: 44
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 11
Seasonality Score: -1 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MTUAF331.550.55
+0.17%
MTU Aero Engines AG
GRAM0.04N/A
N/A
GOLD FLORA CORP.
YAMCY6.76-0.02
-0.29%
Yamaha Corp.
NSRCF0.39N/A
-0.76%
Nextsource Materials Inc.
BAESY64.92-1.66
-2.49%
BAE Systems PLC

BTEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTEFX has been closely correlated with VSTSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTEFX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTEFX
1D Price
Change %
BTEFX100%
-1.03%
VSTSX - BTEFX
92%
Closely correlated
-1.31%
VSMPX - BTEFX
92%
Closely correlated
-1.30%
VFFSX - BTEFX
89%
Closely correlated
-1.31%
FXAIX - BTEFX
87%
Closely correlated
-1.31%
VTSMX - BTEFX
83%
Closely correlated
-1.31%
More