BTEFX Mutual Fund

BTEFX Mutual Fund (Boston Trust Equity Fund) is managed by Boston Trust Walden Funds with $260.3M in net assets. BTEFX expense ratio is 0.83%, holding 55 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2003-10-01.

BTEFX performance shows a YTD return of 10.97%. The 1-year return is 11.55% and the 5-year return is 7.54%. BTEFX dividend yield stands at 0.48%, paid annually.

BTEFX top holdings include Microsoft Corp (8.4%), Alphabet Inc Class C (8.3%), Apple Inc (7.7%), JPMorgan Chase & Co (5.6%), NVIDIA Corp (5.2%). 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.