BTBFX

AS OF

Dec 24 closing price

Price

$59.81

Change

+$0.19 (+0.32%)

Net Assets

532.04M

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BTBFX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Boston Trust Asset Management (BTBFX) Ownership - Who owns Boston Trust Asset Management?

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

BTBFX

Net Assets

532M

Fund Existence

about 30 years

Turnover

7.52

Total Expense Ratio

0.80

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.80

Assets in Top Ten Holdings

225M

Average Credit Quality

N/A

Average Effective Duration

5.11

Average Effective Maturity

6.19

Fund of Funds

Fund Share Class Net Assets

532M

Fund Type

OpenEnd

Index Fund

Management Fee

0.71

Modified Duration

5.21

No Load Fund

Yes

Number of Long Holdings

120.00

Number of Net Holdings

120.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

39.15%

Gain YTD

-3.246

Annual Yield % from dividends

1.35

Returns for 1 year

-4.76

Returns for 3 years

10.90

Returns for 5 years

11.91

Returns for 10 years

64.21

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details