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BTEFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
209.24M

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 Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST), Accenture PLC (NYSE:ACN), Comcast Corp (NASDAQ:CMCSA).

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 611.22B. The market cap for tickers in the group ranges from 186.87B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is CMCSA at 186.87B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Equity MF was -53%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 29
Profit Risk Rating: 22
Seasonality Score: -23 (-100 ... +100)
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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
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BTEFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, BTEFX has been closely correlated with VTSAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTEFX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTEFX
1D Price
Change %
BTEFX100%
-0.03%
VTSAX - BTEFX
93%
Closely correlated
-0.21%
VTSMX - BTEFX
92%
Closely correlated
-0.21%
VSMPX - BTEFX
92%
Closely correlated
-0.21%
FXAIX - BTEFX
85%
Closely correlated
-0.23%
VSTSX - BTEFX
84%
Closely correlated
-0.22%
More