Boston Trust Midcap Fund
BTMFX
NASDAQ
| Weiss Ratings | BTMFX-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 | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (18), Richard Q. Williams (8) | |||
| Website | http://www.btim.com | |||
| Fund Information | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.68% | |||
| Dividend | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.59% | |||
| Asset Allocation | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.62% | |||
| Stock | 99.38% | |||
| U.S. Stock | 97.24% | |||
| Non-U.S. Stock | 2.14% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.57% | |||
| 30-Day Total Return | -4.48% | |||
| 60-Day Total Return | -4.03% | |||
| 90-Day Total Return | -1.99% | |||
| Year to Date Total Return | -1.52% | |||
| 1-Year Total Return | 7.42% | |||
| 2-Year Total Return | 6.68% | |||
| 3-Year Total Return | 23.13% | |||
| 5-Year Total Return | 31.91% | |||
| Price | BTMFX-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 | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $22.59 | |||
| 1-Month Low NAV | $22.12 | |||
| 1-Month High NAV | $23.67 | |||
| 52-Week Low NAV | $21.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $25.89 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.90 | |||
| Standard Deviation | 12.90 | |||
| Balance Sheet | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 203.79M | |||
| Operating Ratios | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.98% | |||
| Turnover Ratio | 29.70% | |||
| Performance | BTMFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 15.48% | |||
| Last Bear Market Total Return | -12.73% | |||