BTMFX : Boston Trust Midcap Fund

BTMFX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

BTMFX

Boston Trust Midcap Fund

FI Score

33 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

33% FI Score
  • btmfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Boston Trust Midcap Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. Equity securities include common stock and any rights to purchase common stock. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase.

Largest Holdings

Amount Holding
2.50% Eversource Energy
2.25% FactSet Research Systems Inc
2.21% Paychex Inc
1.85% Northern Trust Corp
1.78% Citrix Systems Inc
1.69% Ross Stores Inc
1.62% O'Reilly Automotive Inc
1.58% Roper Technologies Inc
1.50% Donaldson Co Inc
1.46% F5 Networks Inc
1.45% Steris PLC
1.45% Avery Dennison Corp
1.41% Nordson Corp
1.38% AptarGroup Inc
1.36% Alexandria Real Estate Equities Inc
1.35% eBay Inc
1.34% AMETEK Inc
1.33% Aspen Technology Inc
1.33% Consolidated Edison Inc
1.31% The Cooper Companies Inc
1.30% TE Connectivity Ltd
1.30% ONE Gas Inc
1.29% Amphenol Corp Class A
1.29% Hubbell Inc
1.28% Akamai Technologies Inc

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