Boston Trust Midcap Fund Net Income
| BTMFX Fund | USD 23.55 0.20 0.84% |
As of the 6th of February, Boston Trust shows the Mean Deviation of 0.726, risk adjusted performance of 0.1205, and Downside Deviation of 0.6891. Boston Trust Midcap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Boston Trust's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Boston Trust's valuation are provided below:Boston Trust Midcap does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Boston |
Boston Trust 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Boston Trust's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Boston Trust.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Boston Trust on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Boston Trust Midcap or generate 0.0% return on investment in Boston Trust over 90 days. Boston Trust is related to or competes with Walden Equity, Spectrum Fund, Walden Midcap, Boston Trust, Columbia Adaptive, Summit Global, and Sprott Focus. The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic e... More
Boston Trust Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Boston Trust's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Boston Trust Midcap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6891 | |||
| Information Ratio | 0.1232 | |||
| Maximum Drawdown | 12.36 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.62 |
Boston Trust Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Trust's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Boston Trust's standard deviation. In reality, there are many statistical measures that can use Boston Trust historical prices to predict the future Boston Trust's volatility.| Risk Adjusted Performance | 0.1205 | |||
| Jensen Alpha | 0.1961 | |||
| Total Risk Alpha | 0.1478 | |||
| Sortino Ratio | 0.2633 | |||
| Treynor Ratio | 0.3727 |
Boston Trust February 6, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1205 | |||
| Market Risk Adjusted Performance | 0.3827 | |||
| Mean Deviation | 0.726 | |||
| Semi Deviation | 0.3206 | |||
| Downside Deviation | 0.6891 | |||
| Coefficient Of Variation | 650.29 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.17 | |||
| Information Ratio | 0.1232 | |||
| Jensen Alpha | 0.1961 | |||
| Total Risk Alpha | 0.1478 | |||
| Sortino Ratio | 0.2633 | |||
| Treynor Ratio | 0.3727 | |||
| Maximum Drawdown | 12.36 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 0.4748 | |||
| Semi Variance | 0.1028 | |||
| Expected Short fall | (0.98) | |||
| Skewness | 5.25 | |||
| Kurtosis | 36.15 |
Boston Trust Midcap Backtested Returns
Boston Trust appears to be very steady, given 3 months investment horizon. Boston Trust Midcap secures Sharpe Ratio (or Efficiency) of 0.15, which signifies that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Boston Trust Midcap, which you can use to evaluate the volatility of the entity. Please makes use of Boston Trust's Downside Deviation of 0.6891, mean deviation of 0.726, and Risk Adjusted Performance of 0.1205 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.58, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Boston Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Boston Trust is expected to be smaller as well.
Auto-correlation | 0.20 |
Weak predictability
Boston Trust Midcap has weak predictability. Overlapping area represents the amount of predictability between Boston Trust time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Boston Trust Midcap price movement. The serial correlation of 0.2 indicates that over 20.0% of current Boston Trust price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.2 | |
| Spearman Rank Test | 0.27 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Boston Trust Midcap reported net income of 0.0. This indicator is about the same for the Boston Trust Walden Funds average (which is currently at 0.0) family and about the same as Mid-Cap Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Boston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boston Trust's current stock value. Our valuation model uses many indicators to compare Boston Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Trust competition to find correlations between indicators driving Boston Trust's intrinsic value. More Info.Boston Trust Midcap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Trust Midcap is roughly 5.96 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Boston Trust's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Boston Trust
The fund invests 99.36% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.64%) .Asset allocation divides Boston Trust's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Boston Fundamentals
| Price To Earning | 19.79 X | ||||
| Price To Book | 3.32 X | ||||
| Price To Sales | 1.95 X | ||||
| Total Asset | 206.38 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 2.62 % | ||||
| One Year Return | 4.96 % | ||||
| Three Year Return | 8.52 % | ||||
| Five Year Return | 8.61 % | ||||
| Ten Year Return | 11.41 % | ||||
| Net Asset | 206.38 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.12 | ||||
| Cash Position Weight | 0.64 % | ||||
| Equity Positions Weight | 99.36 % |
About Boston Trust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Boston Trust Midcap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Boston Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Boston Trust Midcap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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