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Boston Trust Midcap (BTMFX)

15.77 Up 0.06(0.38%) Aug 29
Prev Close:15.71
YTD Return*:2.38%
Net Assets*:41.89M
Yield*:0.23%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BTMFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CHD2.25-0.02
WAB2.238.98
GWW2.05-7.13
SIAL1.997.55
DCI1.96-10.32

Fund Basics

Morningstar Overall Rating:
Total Assets:41.89M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.00%

Performance & Risk

YTD Return:2.38%
5y Avg Return:17.10%
Rank in Category (ytd):26
% Rank in Category (ytd):3.39%
Beta (3y):1.00
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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