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BTBFX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$65.58
Change
+$0.27 (+0.41%)
Net Assets
561.7M

BTBFX Boston Trust Asset Management Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash.

Market Cap

The average market capitalization across the Boston Trust Asset Management MF is 1.6T. The market cap for tickers in the group ranges from 113.94B to 3.82T. MSFT holds the highest valuation in this group at 3.82T. The lowest valued company is ADP at 113.94B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Asset Management MF was -17%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 46
Price Growth Rating: 43
SMR Rating: 21
Profit Risk Rating: 23
Seasonality Score: 67 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com
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BTBFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BTBFX has been closely correlated with FPACX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BTBFX jumps, then FPACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BTBFX
1D Price
Change %
BTBFX100%
+0.41%
FPACX - BTBFX
87%
Closely correlated
+0.20%
FPCSX - BTBFX
87%
Closely correlated
+0.20%
FIQWX - BTBFX
85%
Closely correlated
N/A
IFACX - BTBFX
82%
Closely correlated
+0.07%
FIFAX - BTBFX
81%
Closely correlated
+0.07%
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