Boston Trust Asset Fund Quote
| BTBFX Fund | USD 66.51 0.22 0.33% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Boston Trust is trading at 66.51 as of the 22nd of November 2024; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 66.29. Boston Trust has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Boston Trust Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20 percent of the funds assets invested in each of the following categories domestic and foreign equity securities, such as common stock and fixed-income securities, such as U.S. More on Boston Trust Asset
Moving together with Boston Mutual Fund
| 0.98 | WAMFX | Walden Midcap | PairCorr |
| 0.79 | WSBFX | Walden Asset Management | PairCorr |
| 0.97 | WSEFX | Walden Equity | PairCorr |
| 0.97 | WASMX | Walden Smid Cap | PairCorr |
| 1.0 | BTEFX | Boston Trust Equity | PairCorr |
Moving against Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Boston Trust Walden Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Boston Trust Asset [BTBFX] is traded in USA and was established 22nd of November 2024. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 593.83 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Asset is currently producing year-to-date (YTD) return of 12.43% with the current yeild of 0.01%, while the total return for the last 3 years was 3.69%.
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 Asset 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 Asset Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| ADP | Automatic Data Processing | Stock | Industrials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Boston Trust Asset Risk Profiles
| Mean Deviation | 0.3633 | |||
| Semi Deviation | 0.3505 | |||
| Standard Deviation | 0.4855 | |||
| Variance | 0.2358 |
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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