Boston Trust Midcap Fund Quote
| BTMFX Fund | USD 23.77 0.22 0.93% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Boston Trust is trading at 23.77 as of the 7th of May 2024; that is 0.93 percent increase since the beginning of the trading day. The fund's open price was 23.55. Boston Trust has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Boston Trust Midcap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 7th of May 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of mid cap companies. Equity securities include common stock and any rights to purchase common stock. For these purposes, the Adviser defines mid cap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase.. More on Boston Trust Midcap
Moving together with Boston Mutual Fund
| 0.96 | WAMFX | Walden Midcap | PairCorr |
| 0.79 | WSBFX | Walden Asset Management | PairCorr |
| 0.84 | WSEFX | Walden Equity | PairCorr |
| 0.94 | WASMX | Walden Smid Cap | PairCorr |
| 0.85 | BTBFX | Boston Trust Asset | PairCorr |
| 0.84 | BTEFX | Boston Trust Equity | PairCorr |
Boston Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Boston Trust's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Boston Trust or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Boston Trust Walden Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Boston Trust Walden Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Boston Trust Midcap [BTMFX] is traded in USA and was established 7th of May 2024. Boston Trust is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Boston Trust Walden Funds family. This fund currently has accumulated 205.44 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Trust Midcap is currently producing year-to-date (YTD) return of 1.7% with the current yeild of 0.0%, while the total return for the last 3 years was 4.74%.
Check Boston Trust Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Trust Midcap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Trust Midcap Mutual Fund Constituents
| NDSN | Nordson | Stock | Industrials |
| ED | Consolidated Edison | Stock | Utilities |
| H | Hyatt Hotels | Stock | Consumer Discretionary |
| WAB | Westinghouse Air Brake | Stock | Industrials |
| OGS | One Gas | Stock | Utilities |
| CRI | Carters | Stock | Consumer Discretionary |
| DCI | Donaldson | Stock | Industrials |
Boston Trust Target Price Odds Analysis
Based on a normal probability distribution, the odds of Boston Trust jumping above the current price in 90 days from now is about 51.4%. The Boston Trust Midcap probability density function shows the probability of Boston Trust mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0406 suggesting Boston Trust Midcap market returns are sensitive to returns on the market. As the market goes up or down, Boston Trust is expected to follow. Additionally, boston Trust Midcap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Boston Trust to move above the current price in 90 days from now is about 51.4 (This Boston Trust Midcap probability density function shows the probability of Boston Mutual Fund to fall within a particular range of prices over 90 days) .
Boston Trust Midcap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Boston Trust market risk premium is the additional return an investor will receive from holding Boston Trust long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Boston Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Boston Trust's alpha and beta are two of the key measurements used to evaluate Boston Trust's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5601 | |||
| Semi Deviation | 0.69 | |||
| Standard Deviation | 0.6962 | |||
| Variance | 0.4847 |
Boston Trust Against Markets
Picking the right benchmark for Boston Trust mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Boston Trust mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Boston Trust is critical whether you are bullish or bearish towards Boston Trust Midcap at a given time. Please also check how Boston Trust's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Boston Trust without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Boston Mutual Fund?
Before investing in Boston Trust, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Boston Trust. To buy Boston Trust fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Boston Trust. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Boston Trust fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Boston Trust Midcap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Boston Trust Midcap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Boston Trust Midcap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Boston Trust Midcap?
The danger of trading Boston Trust Midcap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Boston Trust is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Boston Trust. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Boston Trust Midcap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Boston Trust Midcap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Boston Trust Midcap information on this page should be used as a complementary analysis to other Boston Trust's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.