BTBFX : Boston Trust Asset Management Fund

BTBFX is a Allocation Market All-In-One with MODERATE fees.

BTBFX

Boston Trust Asset Management Fund

FI Score

41 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

41% FI Score
  • btbfx
  • Mutual Fund
  • Allocation
  • All-In-One

Boston Trust Asset Management Fund

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash.

Largest Holdings

Amount Holding
7.80% United States Treasury Notes 2.75%
5.72% United States Treasury Notes 1.62%
4.95% Microsoft Corp
4.34% Apple Inc
2.82% Alphabet Inc Class C
2.38% Visa Inc Class A
2.38% Accenture PLC Class A
2.31% Costco Wholesale Corp
2.26% Automatic Data Processing Inc
1.91% Nike Inc B
1.68% Becton, Dickinson and Co
1.50% MASSACHUSETTS ST 3%
1.46% Starbucks Corp
1.46% JPMorgan Chase & Co
1.45% Edwards Lifesciences Corp
1.43% Comcast Corp Class A
1.43% Johnson & Johnson
1.37% Union Pacific Corp
1.25% Federal Home Loan Banks 2.38%
1.01% Oracle Corp
0.99% T. Rowe Price Group Inc
0.99% MASSACHUSETTS ST 3%
0.97% UnitedHealth Group Inc
0.97% United Parcel Service Inc Class B
0.95% Hubbell Inc

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