Boston Trust Equity Fund

Frequently Asked Questions About BTEFX

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 $252.5M 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BTEFX's is 0.83%) in exchange for the discretion to over- or under-weight positions.

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.