BTBFX Mutual Fund

BTBFX Mutual Fund (Boston Trust Asset Management Fund) is managed by Boston Trust Walden Funds with $522.9M in net assets. BTBFX expense ratio is 0.78%, holding 96 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1995-12-01.

BTBFX performance shows a YTD return of 8.28%. The 1-year return is 8.87% and the 5-year return is 5.43%. BTBFX dividend yield stands at 1.32%, paid annually.

BTBFX top holdings include Microsoft Corp (7.2%), Apple Inc (7.2%), Alphabet Inc Class C (4.8%), JPMorgan Chase & Co (4.7%), NVIDIA Corp (3.7%). Go to all BTBFX holdings, BTBFX sectors, or BTBFX dividends.

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