About BTBFX
Boston Trust Asset Management Fund is a balanced mutual fund designed to provide long-term capital growth and income through an actively managed portfolio comprising both equity and fixed income securities. Its primary function is to construct a diversified portfolio featuring stocks of higher quality companies—those recognized for sustainable business models, financial stability, and prudent management—and investment-grade fixed income holdings issued by the U.S. government, its agencies, or high-quality corporate issuers. The fund’s investment process emphasizes strategic asset allocation, segment composition, and disciplined security selection, allowing tactical shifts between asset classes to optimize returns and mitigate risk over various market conditions. Its equity investments span a broad range of economic sectors, while fixed income strategies include duration management, yield curve adjustment, and sector rotation. Boston Trust Asset Management Fund plays a significant role in the market by prioritizing risk-adjusted performance and capital preservation, appealing to investors seeking prudent, multi-asset exposure with a commitment to quality and sustainability.
Fund Family Boston Trust Walden Funds
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BTBFX
Index S&P 500 TR
BTBFX had a total return of 7.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.91%.
