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 (17), Richard Q. Williams (8), Mark B. Zagata (5) | |||
| 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 | 0.55% | |||
| Dividend | BTMFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.65% | |||
| Asset Allocation | BTMFX-NASDAQ | Click to Compare |
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| Cash | 0.70% | |||
| Stock | 99.30% | |||
| U.S. Stock | 98.04% | |||
| Non-U.S. Stock | 1.26% | |||
| 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 | -0.81% | |||
| 30-Day Total Return | 2.70% | |||
| 60-Day Total Return | 1.39% | |||
| 90-Day Total Return | 4.21% | |||
| Year to Date Total Return | 4.51% | |||
| 1-Year Total Return | 6.54% | |||
| 2-Year Total Return | 20.76% | |||
| 3-Year Total Return | 34.97% | |||
| 5-Year Total Return | 64.15% | |||
| 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 | $25.46 | |||
| 1-Month Low NAV | $24.92 | |||
| 1-Month High NAV | $25.89 | |||
| 52-Week Low NAV | $21.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.01 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BTMFX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 15.78 | |||
| Balance Sheet | BTMFX-NASDAQ | Click to Compare |
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| Total Assets | 243.49M | |||
| Operating Ratios | BTMFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.98% | |||
| Turnover Ratio | 31.14% | |||
| Performance | BTMFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.48% | |||
| Last Bear Market Total Return | -12.73% | |||