BTEFX : Boston Trust Equity Fund

BTEFX is a US Stocks Market Large Blend with HIGH fees.

BTEFX

Boston Trust Equity Fund

FI Score

36 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

36% FI Score
  • btefx
  • Mutual Fund
  • US Stocks
  • Large Blend

Boston Trust Equity Fund

Expenses: 0.91% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. "Assets" means net assets, plus the amount of borrowing for investment purposes.

Largest Holdings

Amount Holding
7.27% Microsoft Corp
6.18% Apple Inc
5.22% Alphabet Inc Class C
3.69% Visa Inc Class A
3.42% Accenture PLC Class A
3.35% Costco Wholesale Corp
3.02% UnitedHealth Group Inc
2.79% Becton, Dickinson and Co
2.65% Union Pacific Corp
2.26% Starbucks Corp
2.16% Automatic Data Processing Inc
2.12% JPMorgan Chase & Co
1.94% Johnson & Johnson
1.93% Nike Inc B
1.80% Comcast Corp Class A
1.80% Illinois Tool Works Inc
1.71% T. Rowe Price Group Inc
1.68% American Express Co
1.65% Stryker Corp
1.56% Oracle Corp
1.49% Eversource Energy
1.42% W.W. Grainger Inc
1.40% 3M Co
1.38% Berkshire Hathaway Inc Class B
1.38% Verizon Communications Inc

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