Boston Trust Equity Fund
BTEFX
NASDAQ
| Weiss Ratings | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.49% | |||
| Dividend | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.36% | |||
| Asset Allocation | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.97% | |||
| Stock | 98.03% | |||
| U.S. Stock | 95.22% | |||
| Non-U.S. Stock | 2.81% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.27% | |||
| 30-Day Total Return | -7.18% | |||
| 60-Day Total Return | -7.51% | |||
| 90-Day Total Return | -6.22% | |||
| Year to Date Total Return | -5.64% | |||
| 1-Year Total Return | 6.04% | |||
| 2-Year Total Return | 9.65% | |||
| 3-Year Total Return | 30.76% | |||
| 5-Year Total Return | 44.98% | |||
| Price | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $42.47 | |||
| 1-Month Low NAV | $42.43 | |||
| 1-Month High NAV | $45.66 | |||
| 52-Week Low NAV | $38.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $48.72 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.86 | |||
| Standard Deviation | 10.38 | |||
| Balance Sheet | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 247.46M | |||
| Operating Ratios | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.83% | |||
| Turnover Ratio | 13.82% | |||
| Performance | BTEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.16% | |||
| Last Bear Market Total Return | -14.52% | |||