Boston Trust Asset Management
Coventry Group LimitedOne Beacon Street
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Phone: 800-282-8782
| Category: | Moderate Allocation | | Fund Family: | Boston Trust & Walden Funds | | Net Assets: | 279.02M | | Year-to-Date Return: | 4.54% | | Yield: | 1.45% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 30, 1995 |
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Domenic Colasacco
Lead Manager since Nov 30, 1995 | | | Mr. Colasacco is the President and CEO of Boston Trust and Chairman of the firm's Board of Directors. He is also the firm's Chief Investment Officer. He first joined the firm in 1974 when it was a division of a regional bank, and assumed his current roles in 1980. He established Boston Trustâs business strategy as an investment management organization and led the effort to complete the management buyout of the firm from its parent in 2004.
Mr. Colasacco currently manages Balanced and Large Cap Equity portfolios, as well as two mutual funds: the Boston Trust Balanced Fund (BTBFX) and the Boston Trust Equity Fund (BTEFX). He is a member of the Investment and Portfolio Strategy Committees and is responsible for research and analysis in the financial services sector. |
| Min Initial Investment: | 100,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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 at least 25% of its assets in fixed income securities, such as U.S. government agency securities, corporate bonds and money market funds, and at most 75% of its assets in a diversified portfolio of domestic equity securities, such as common and preferred stock. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 10, 2012)
:
| 0.00 | | Annual Holdings Turnover
(May 8, 2013)
:
| 18.70% | | Average for Category: | 71.92% |
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| Expense | BTBFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.00% | 0.98% | | Prospectus Net Expense Ratio: | 1.00% | N/A | | Prospectus Gross Expense Ratio: | 1.00% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 318 | 597 | | 5 Yr Expense Projection*: | 552 | 921 | | 10 Yr Expense Projection*: | 1,225 | 1,819 |
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0.26(0.70%) May 17