Boston Trust Midcap Fund Quote
| BTMFX Fund | USD 23.43 0.05 0.21% |
PerformanceVery Weak
| Odds Of DistressLow
|
Boston Trust is trading at 23.43 as of the 1st of May 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 23.38. Boston Trust has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of January 2025 and ending today, the 1st of May 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent 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.. More on Boston Trust Midcap
Moving together with Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 28th of December 2021 |
| Expense Ratio Date | 26th of October 2021 |
| Fiscal Year End | December |
Boston Trust Midcap [BTMFX] is traded in USA and was established 1st of May 2025. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 205.44 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Midcap is currently producing year-to-date (YTD) return of 0.99% with the current yeild of 0.01%, while the total return for the last 3 years was 4.51%.
Check Boston Trust Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Trust Midcap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Trust Midcap Mutual Fund Constituents
| CLX | The Clorox | Stock | Consumer Staples | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| AVY | Avery Dennison Corp | Stock | Materials | |
| SEIC | SEI Investments | Stock | Financials | |
| CRI | Carters | Stock | Consumer Discretionary | |
| CHD | Church Dwight | Stock | Consumer Staples | |
| NDSN | Nordson | Stock | Industrials | |
| FFIV | F5 Networks | Stock | Information Technology |
Boston Trust Midcap Risk Profiles
| Mean Deviation | 1.03 | |||
| Standard Deviation | 1.53 | |||
| Variance | 2.34 | |||
| Risk Adjusted Performance | (0.10) |
Boston Trust Against Markets
Other Information on Investing in Boston Mutual Fund
Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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