BTBFX Mutual Fund
BTBFX Mutual Fund
BTBFX Mutual Fund
Boston Trust Asset Management Fund
BTBFX Mutual Fund Overview
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 94 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1995-12-01.
BTBFX performance shows a YTD return of 5.80%. The 1-year return is 10.04% and the 5-year return is 5.62%. BTBFX dividend yield stands at 11.26%, paid annually.
BTBFX top holdings include Apple, Inc (6.1%), Microsoft Corp (5.6%), Alphabet Inc. C (4.3%), Jpmorgan Chase (4.1%), Exxon Mobil Corp. (3.2%). 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.