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BTEFX Boston Trust Equity Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Exxon Mobil Corp (NYSE:XOM), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH), 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 1.44T. The market cap for tickers in the group ranges from 62.34B to 4.32T. AAPL holds the highest valuation in this group at 4.32T. The lowest valued company is GWW at 62.34B.

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 68% and the average quarterly volume growth was 308%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 31
Profit Risk Rating: 37
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
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 MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTEFX has been closely correlated with VFFSX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTEFX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTEFX
1D Price
Change %
BTEFX100%
N/A
VFFSX - BTEFX
94%
Closely correlated
N/A
FXAIX - BTEFX
87%
Closely correlated
N/A
VFIAX - BTEFX
83%
Closely correlated
N/A
VFINX - BTEFX
83%
Closely correlated
N/A
FWWMX - BTEFX
81%
Closely correlated
-0.45%
More
Boston Trust Equity (BTEFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com