Boston Trust Midcap Fund

Frequently Asked Questions About BTMFX

What does BTMFX invest in?

Typically, the fund commits at least 80% of its total assets to a diversified portfolio composed of equity securities from U.S. mid-sized companies. These equity holdings encompass common stock and any instruments granting the right to purchase common stock. The Adviser defines 'midcap companies' for this fund as those whose market capitalization falls within the range established by the Russell Midcap® Index at the time of an investment.

What is the expense ratio of BTMFX?

Boston Trust Midcap Fund (BTMFX) charges an expense ratio of 0.98%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BTMFX?

Boston Trust Midcap Fund (BTMFX) manages $154.3M 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 BTMFX actively managed or an index fund?

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

When was BTMFX launched?

Boston Trust Midcap Fund (BTMFX) launched in October 2007 and is managed by the fund issuer.

How has BTMFX performed?

BTMFX'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.