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Boston Trust Equity Fund (BTEFX)

US Funds

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44.46 +0.15 +0.34%

07/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 246.73M

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BTEFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Trust Equity (BTEFX) fund. Our Boston Trust Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.49	0.49	0.00
Shares	99.51	99.51	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.44	20.44
Price to Book	4.78	3.98
Price to Sales	3.27	2.64
Price to Cash Flow	17.17	14.41
Dividend Yield	1.50	1.54
5 Years Earnings Growth	9.08	10.86

Sector Allocation

Name	Net %	Category Average
Technology	27.00	28.60
Financial Services	15.57	14.57
Healthcare	15.16	12.21
Industrials	10.27	9.57
Communication Services	9.50	8.63
Consumer Defensive	8.58	6.04
Consumer Cyclical	6.61	10.64
Energy	4.25	3.80
Basic Materials	1.91	2.37
Utilities	1.14	2.72

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 80

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.32	393.31	-0.90%
Apple	US0378331005	6.82	239.07	+1.59%
Alphabet C	US02079K1079	6.54	175.75	+0.88%
Costco	US22160K1051	4.44	964.31	-6.07%
JPMorgan	US46625H1005	4.06	242.28	-1.73%
Accenture	IE00B4BNMY34	3.49	342.18	+0.10%
Visa A	US92826C8394	3.40	345.32	+0.34%
WW Grainger	US3848021040	3.02	1,007.71	+1.19%
Oracle	US68389X1054	2.85	155.16	+2.80%
UnitedHealth	US91324P1021	2.40	493.48	+1.18%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.38B	-0.50	5.99	9.48
Boston Trust SMID Cap Fund	819.85M	0.76	5.80	9.58
Boston Trust Asset Management	560.45M	2.11	5.99	8.53
Walden SMID Cap Fund	310.06M	0.65	6.18	9.44
Walden Equity	256.68M	13.55	6.26	11.13

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Equi.	44.46	+0.15	+0.34%