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Boston Trust Equity Fund (BTEFX)

US Funds

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44.37 -0.21 -0.47%

11/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 244.37M

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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	0.46	0.46	0.00
Shares	99.54	99.54	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.96	19.98
Price to Book	4.55	3.86
Price to Sales	3.12	2.55
Price to Cash Flow	15.72	13.63
Dividend Yield	1.53	1.58
5 Years Earnings Growth	7.54	10.90

Sector Allocation

Name	Net %	Category Average
Technology	25.11	27.80
Financial Services	15.34	15.00
Healthcare	13.89	12.61
Industrials	10.39	9.63
Communication Services	9.63	8.44
Consumer Cyclical	9.50	10.32
Consumer Defensive	8.19	6.35
Utilities	3.15	2.78
Energy	3.06	3.89
Basic Materials	1.74	2.38

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 78

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.71	472.62	+0.36%
Apple	US0378331005	5.79	198.78	-1.92%
Alphabet C	US02079K1079	5.56	178.79	-0.68%
JPMorgan	US46625H1005	4.40	268.15	-0.17%
Visa A	US92826C8394	4.18	373.31	+0.70%
Costco	US22160K1051	3.44	996.78	-1.04%
Accenture	IE00B4BNMY34	3.10	319.22	-0.53%
WW Grainger	US3848021040	2.88	1,078.63	-0.62%
Amazon.com	US0231351067	2.79	213.20	-2.03%
ADP	US0530151036	2.60	312.37	-0.68%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.33B	-7.60	5.00	8.81
Boston Trust SMID Cap Fund	770.35M	-5.38	5.28	8.98
Boston Trust Asset Management	548.56M	-2.99	5.91	8.09
Walden SMID Cap Fund	309.12M	-5.47	6.16	8.86
Boston Trust Midcap Fund	236.55M	-1.19	4.90	9.19

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Boston Trust Equi.	44.37	-0.21	-0.47%
	VY T. Rowe Price .	29.53	-0.03	-0.10%