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, Unknown, Information Technology. Inception date: 1995-12-01.

BTBFX performance shows a YTD return of 1.87%. The 1-year return is 7.20% and the 5-year return is 4.43%. BTBFX dividend yield stands at 11.70%, paid annually.

BTBFX top holdings include Apple, Inc (6.1%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Alphabet Inc. C (4.3%), Jpmorgan Chase (4.1%), Exxon Mobil Corp. (3.2%). View all BTBFX holdings, sector breakdown, or dividend history.

BTBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BTBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.