About BTEFX
The Boston Trust Equity Fund is a mutual fund focused on providing long-term capital growth and income by investing primarily in a diversified portfolio of large-cap U.S. equities. The fund is actively managed, with a mandate to invest at least 80% of its assets in domestic equity securities, such as common stocks. Its portfolio spans several key sectors, including technology, financial services, consumer defensive, and industrials, featuring major holdings in companies like Microsoft, Alphabet, Apple, JPMorgan Chase, and Costco.
Classified as a "Large Blend" fund, its strategy aims to reflect the overall U.S. stock market by balancing both growth and value characteristics across a wide range of industries. Managed by Boston Trust Walden Inc., an independent, employee-owned investment adviser, the fund emphasizes disciplined, research-driven security selection. With a relatively low portfolio turnover and annual dividends, the Boston Trust Equity Fund seeks to appeal to institutions and large investors pursuing a core equity holding that participates broadly in the U.S. equity market while maintaining an active management approach.
Fund Family Boston Trust Walden Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol BTEFX
Index S&P 500 TR
BTEFX had a total return of 12.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.55%.
