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Boston Trust Midcap (BTMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.58+0.17 (+0.73%)
At close: 08:00PM EDT

Boston Trust Midcap

BOSTON MA 43229

100 SUMMER STREET

BOSTON TRUST & WALDEN FUNDS

617-814-1215
Management information
Mark B. Zagata,Lead manager since 3 February 2020
https://www.bostontrustwalden.com/people/mark-zagata-cfa/
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyBoston Trust Walden Funds
Net assets244.07M
YTD return8.18%
Yield0.41%
Morningstar rating★★★★★
Inception date23 Sept 2007

Fund operations

Last dividend0.10
Last cap gain25.00
Holdings turnover26.29%
Average for categoryN/A

Fees and expenses

ExpenseBTMFXCategory average
Annual report expense ratio (net)1.00%0.94%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A