- What does BTEFX invest in?
- The fund typically commits at least 80% of its total capital (defined as its net assets plus any borrowed funds used for investment) to a diverse portfolio of American stocks, like common shares. While it possesses the flexibility to invest in companies of any size, its main emphasis is generally placed on large-capitalization firms.
- What is the expense ratio of BTEFX?
- Boston Trust Equity Fund (BTEFX) charges an expense ratio of 0.83%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BTEFX?
- Boston Trust Equity Fund (BTEFX) manages $243.8M 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 BTEFX actively managed or an index fund?
- BTEFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BTEFX launched?
- Boston Trust Equity Fund (BTEFX) launched in October 2003 and is managed by the fund issuer.
- How has BTEFX performed?
- BTEFX'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.
