Boston Trust Asset Management Fund

Frequently Asked Questions About BTBFX

What does BTBFX invest in?

This fund aims to build a broadly diversified investment portfolio. Its holdings will span various asset classes, specifically targeting equities, fixed-income instruments, and money market vehicles. A key allocation mandate dictates that a minimum of 20% of the fund's total assets must be committed to each of two principal categories: (1) a blend of domestic and international equity securities, encompassing typical common stocks; and (2) a range of fixed-income assets, such as U.S. government and agency bonds, corporate debt, money market funds, and liquid cash holdings.

What is the expense ratio of BTBFX?

Boston Trust Asset Management Fund (BTBFX) charges an expense ratio of 0.78%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BTBFX?

Boston Trust Asset Management Fund (BTBFX) manages $518.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BTBFX actively managed or an index fund?

BTBFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BTBFX launched?

Boston Trust Asset Management Fund (BTBFX) launched in June 1996 and is managed by the fund issuer.

How has BTBFX performed?

BTBFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.