Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Boston Trust Midcap BTMFX
- NAV / 1-Day Return 25.52 / +0.47 %
- Total Assets 259.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.980%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.39%
- Turnover 26%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis BTMFX
Will BTMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Paychex Inc | 2.86 | 7.3 Mil | Technology |
The Cooper Companies Inc | 2.14 | 5.5 Mil | Healthcare |
FactSet Research Systems Inc | 2.05 | 5.3 Mil | Financial Services |
Teradyne Inc | 2.00 | 5.1 Mil | Technology |
Ross Stores Inc | 1.95 | 5.0 Mil | Consumer Cyclical |
SEI Investments Co | 1.95 | 5.0 Mil | Financial Services |
Baker Hughes Co Class A | 1.84 | 4.7 Mil | Energy |
Jones Lang LaSalle Inc | 1.82 | 4.7 Mil | Real Estate |
Ansys Inc | 1.82 | 4.7 Mil | Technology |
AptarGroup Inc | 1.79 | 4.6 Mil | Healthcare |