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BTMFX Boston Trust Midcap Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ulta Beauty (NASDAQ:ULTA), Teradyne (NASDAQ:TER).

Industry description

The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of mid cap companies. Equity securities include common stock and any rights to purchase common stock. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase.

Market Cap

The average market capitalization across the Boston Trust Midcap MF is 27.69B. The market cap for tickers in the group ranges from 9.3B to 48.83B. ROST holds the highest valuation in this group at 48.83B. The lowest valued company is SEIC at 9.3B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Midcap MF was 10%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 62
Price Growth Rating: 39
SMR Rating: 39
Profit Risk Rating: 36
Seasonality Score: 52 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com
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BTMFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTMFX has been closely correlated with FSMDX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTMFX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTMFX
1D Price
Change %
BTMFX100%
-1.03%
FSMDX - BTMFX
91%
Closely correlated
-0.67%
VSEMX - BTMFX
85%
Closely correlated
-1.29%
FSMAX - BTMFX
82%
Closely correlated
-1.29%
VMCPX - BTMFX
80%
Closely correlated
-0.55%
VIMSX - BTMFX
80%
Closely correlated
-0.55%
More