BTBFX Mutual Fund

BTBFX Mutual Fund (Boston Trust Asset Management Fund) is managed by Boston Trust Walden Funds with $521.4M in net assets. BTBFX expense ratio is 0.78%, holding 100 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1995-12-01.

BTBFX performance shows a YTD return of 7.08%. The 1-year return is 9.42% and the 5-year return is 5.45%. BTBFX dividend yield stands at 11.13%, paid annually.

BTBFX top holdings include Apple, Inc (7.0%), Microsoft Corp (6.6%), Alphabet Inc. C (5.1%), Jpmorgan Chase (4.7%), Nvidia Corp (3.4%). Go to all BTBFX holdings, BTBFX sectors, or BTBFX dividends.

BTBFX can be compared against other funds. Use BTBFX overlap to find shared positions, or BTBFX vs another fund for a side-by-side view. BTBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.