BTMFX Mutual Fund

BTMFX Mutual Fund (Boston Trust Midcap Fund) is managed by Boston Trust Walden Funds with $154.9M in net assets. BTMFX expense ratio is 0.98%, holding 83 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-09-24.

BTMFX performance shows a YTD return of 9.63%. The 1-year return is 9.16% and the 5-year return is 6.36%. BTMFX dividend yield stands at 9.86%, paid annually.

BTMFX top holdings include Mettler-Toledo International Inc. (2.5%), Paychex, Inc. (2.5%), Sei Investments Co. (2.4%), TE Connectivity PLC Common Stock (2.2%), Netapp Inc (2.0%). Go to all BTMFX holdings, BTMFX sectors, or BTMFX dividends.

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