Mutual Funds - Profile

Boston Trust Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight companies trading at reasonable valuations.

The research team uses fundamental research to identify companies that exhibit higher quality business and financial characteristics.

The team employs qualitative techniques to look for companies that have sustainable business models, financial stability, and prudent capital management.

In addition, the team also evaluates a company on the basis of business stability, profitability, balance sheet sustainability, accounting practices, and growth opportunities.

The investment team also considers More

Price

  • Last Close
  • $38.73
    +0.11
  • 52 Week HL
  • $40.26 - $28.48
  • Net Assets
  • $148.87 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Domenic Colasacco
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
17.1 % YTD

  • 3 Year
  • 71.11%
  • 5 Year
  • 112.02%
  • Best
  • 30.52%
    2019
  • Worst
  • -30.92%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BTEFX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.3% -18.9% 13% -1.4% 4.5% 2.9% -1% 0.3% 9.1% 11.6% -
Q2 9% 14.1% 3.4% 4.3% 3.7% 2.8% -1.1% 3.8% 2.8% -4.4% -
Q3 6.6% 9.7% 2.9% 8.7% 3.2% 2.3% -3.9% -0.6% 4.2% 4.8% -
Q4 - 9.6% 7.3% -11.7% 7.6% 3.4% 4.8% 5.8% 9.9% -0.7% -

Returns +
M

J F M A M J J A S O N D
2021 -2.6% 3.2% 4.8% 6.2% 0.8% 1.8% 3.7% 2.6% 0.2% -4.3% - -
2020 -0.8% -9.3% -9.8% 8.4% 4% 1.2% 5.6% 7.4% -3.3% -2% 11% 0.8%

Annual Return

Index Comparison

Alpha

NAV