Boston Trust Asset Management FundBTBFX
Type
Mutual fund
Peer group
Allocation
Net assets
$498.9M
Expense ratio
0.78%
1-year return
+5.8%
3 years, a year
+8.0%
5 years, a year
+5.9%
Holdings
94
What it aims to do.
The Boston Trust Asset Management Fund seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds, and money market instruments.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AAPL Apple Inc. | 6.11% |
| MSFT Microsoft Corp. | 5.56% |
| GOOG Alphabet Inc. | 4.34% |
| JPM JPMorgan Chase & Co. | 4.13% |
| XOM Exxon Mobil Corp. | 3.21% |
| United States Treasury Bonds | 3.12% |
| V Visa Inc | 2.88% |
| United States Treasury Notes | 2.76% |
| JNJ Johnson & Johnson | 2.45% |
| GOOGL Alphabet Inc. | 2.16% |
More on BTBFX.
- BTBFX overview
- BTBFX holdings
- BTBFX risk
- BTBFX costs
- BTBFX money in and out
- BTBFX share classes
- Compare BTBFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.