Boston Trust Midcap Fund Quote

BTMFX Fund  USD 25.11  0.26  1.05%   

Performance

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Odds Of Distress

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Boston Trust is trading at 25.11 as of the 31st of January 2025; that is 1.05 percent increase since the beginning of the trading day. The fund's open price was 24.85. Boston Trust has about a 21 % 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 2nd of November 2024 and ending today, the 31st of January 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 midcap companies. Boston Trust is traded on NASDAQ Exchange in the United States. More on Boston Trust Midcap

Moving together with Boston Mutual Fund

  0.83VIMAX Vanguard Mid CapPairCorr
  0.8VIMSX Vanguard Mid CapPairCorr
  0.83VMCPX Vanguard Mid CapPairCorr
  0.83VMCIX Vanguard Mid CapPairCorr
  0.72VEXAX Vanguard Extended MarketPairCorr
  0.72VEMPX Vanguard Extended MarketPairCorr

Boston Mutual Fund Highlights

Fund ConcentrationMid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Boston Trust Midcap [BTMFX] is traded in USA and was established 31st of January 2025. 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 2.46% with the current yeild of 0.01%, while the total return for the last 3 years was 6.65%.
Check Boston Trust Probability Of Bankruptcy

Instrument Allocation

Top Boston Trust Midcap Mutual Fund Constituents

EDConsolidated EdisonStockUtilities
HHyatt HotelsStockConsumer Discretionary
WATWatersStockHealth Care
HUBBHubbellStockIndustrials
ORLYOReilly AutomotiveStockConsumer Discretionary
AMEAmetek IncStockIndustrials
ROPRoper Technologies,StockIndustrials
TSCOTractor SupplyStockConsumer Discretionary
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Boston Trust Midcap Risk Profiles

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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