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    Boston Trust Midcap (BTMFX)

    15.66 Up 0.03(0.19%) Dec 19
    Prev Close:15.63
    YTD Return*:11.22%
    Net Assets*:45.35M
    Yield*:0.21%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BTMFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WAB2.2916.92
    CHD2.2816.14
    ROST2.1721.29
    TROW2.010.96
    OMC1.956.59

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:45.35M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:11.22%
    5y Avg Return:16.69%
    Rank in Category (ytd):15
    % Rank in Category (ytd):2%
    Beta (3y):0.99
    Morningstar Risk Rating:1

    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 equity securities, such as common stock of domestic midcap companies. 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. View More
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