BTEFX Mutual Fund

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 59 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2003-10-01.

BTEFX performance shows a YTD return of 9.05%. The 1-year return is 12.56% and the 5-year return is 7.41%. BTEFX dividend yield stands at 6.72%, paid annually.

BTEFX top holdings include Alphabet Inc. C (8.9%), Microsoft Corp (7.8%), Apple, Inc (7.6%), Jpmorgan Chase (5.6%), Nvidia Corp (4.7%). Go to all BTEFX holdings, BTEFX sectors, or BTEFX dividends.

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