Boston Trust Equity Fund
BTEFX
NASDAQ
| Weiss Ratings | BTEFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BTEFX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Amy Crandall Kaser (6), Jason T. O’Connell (6) | |||
| Website | http://www.btim.com | |||
| Fund Information | BTEFX-NASDAQ | Click to Compare |
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| Fund Name | Boston Trust Equity Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 01, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BTEFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.46% | |||
| Dividend | BTEFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.31% | |||
| Asset Allocation | BTEFX-NASDAQ | Click to Compare |
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| Cash | 0.39% | |||
| Stock | 99.61% | |||
| U.S. Stock | 97.08% | |||
| Non-U.S. Stock | 2.53% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BTEFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | -0.99% | |||
| 60-Day Total Return | 2.62% | |||
| 90-Day Total Return | 5.65% | |||
| Year to Date Total Return | 7.86% | |||
| 1-Year Total Return | 8.46% | |||
| 2-Year Total Return | 18.16% | |||
| 3-Year Total Return | 40.42% | |||
| 5-Year Total Return | 46.93% | |||
| Price | BTEFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BTEFX-NASDAQ | Click to Compare |
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| Nav | $48.55 | |||
| 1-Month Low NAV | $48.16 | |||
| 1-Month High NAV | $49.31 | |||
| 52-Week Low NAV | $42.43 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $49.51 | |||
| 52-Week High Price (Date) | Aug 10, 2026 | |||
| Beta / Standard Deviation | BTEFX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 11.13 | |||
| Balance Sheet | BTEFX-NASDAQ | Click to Compare |
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| Total Assets | 258.83M | |||
| Operating Ratios | BTEFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 13.82% | |||
| Performance | BTEFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.59% | |||
| Last Bear Market Total Return | -14.52% | |||