Boston Trust Midcap Fund
BTMFX
NASDAQ
| Weiss Ratings | BTMFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | BTMFX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (19), Richard Q. Williams (9) | |||
| Website | http://www.btim.com | |||
| Fund Information | BTMFX-NASDAQ | Click to Compare |
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| Fund Name | Boston Trust Midcap Fund | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 24, 2007 | |||
| 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 | BTMFX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.67% | |||
| Dividend | BTMFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.59% | |||
| Asset Allocation | BTMFX-NASDAQ | Click to Compare |
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| Cash | 0.88% | |||
| Stock | 99.12% | |||
| U.S. Stock | 96.85% | |||
| Non-U.S. Stock | 2.27% | |||
| 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 | BTMFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.65% | |||
| 30-Day Total Return | 7.11% | |||
| 60-Day Total Return | 3.27% | |||
| 90-Day Total Return | 5.73% | |||
| Year to Date Total Return | 14.12% | |||
| 1-Year Total Return | 15.89% | |||
| 2-Year Total Return | 18.91% | |||
| 3-Year Total Return | 51.75% | |||
| 5-Year Total Return | 39.48% | |||
| Price | BTMFX-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 | BTMFX-NASDAQ | Click to Compare |
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| Nav | $26.18 | |||
| 1-Month Low NAV | $24.31 | |||
| 1-Month High NAV | $26.18 | |||
| 52-Week Low NAV | $22.12 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $26.18 | |||
| 52-Week High Price (Date) | Oct 29, 2026 | |||
| Beta / Standard Deviation | BTMFX-NASDAQ | Click to Compare |
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| Beta | 0.74 | |||
| Standard Deviation | 12.38 | |||
| Balance Sheet | BTMFX-NASDAQ | Click to Compare |
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| Total Assets | 153.58M | |||
| Operating Ratios | BTMFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.98% | |||
| Turnover Ratio | 29.70% | |||
| Performance | BTMFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.88% | |||
| Last Bear Market Total Return | -12.73% | |||