BTEFX Mutual Fund (Boston Trust Equity Fund) is managed by Boston Trust Walden Funds with $145.5M in net assets. BTEFX expense ratio is 0.83%, holding 53 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2003-10-01.

BTEFX performance shows a YTD return of 2.25%. The 1-year return is 9.37% and the 5-year return is 7.36%. BTEFX dividend yield stands at 7.17%, paid annually.

BTEFX top holdings include Alphabet Inc series C (7.8%), Apple Inc (6.8%), Nuvalent Inc-A (6.8%), Jp Morgan Chase & Co (5.2%), Exxon Mobil Corp (3.6%). View all BTEFX holdings, sector breakdown, or dividend history.

BTEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.