Boston Trust Equity FundBTEFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$234.2M
Expense ratio
0.83%
1-year return
+8.3%
3 years, a year
+10.1%
5 years, a year
+8.2%
Holdings
53
What it aims to do.
The Boston Trust Equity Fund seeks long-term capital growth through an actively managed portfolio of stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOG Alphabet Inc. | 7.81% |
| AAPL Apple Inc. | 6.84% |
| MSFT Microsoft Corp. | 6.80% |
| JPM JPMorgan Chase & Co. | 5.15% |
| XOM Exxon Mobil Corp. | 3.62% |
| V Visa Inc | 3.61% |
| GWW W.w. Grainger Inc. | 3.03% |
| JNJ Johnson & Johnson | 2.97% |
| COST Costco Wholesale Corporation | 2.77% |
| META Meta Platforms Inc | 2.44% |
More on BTEFX.
- BTEFX overview
- BTEFX holdings
- BTEFX risk
- BTEFX costs
- BTEFX money in and out
- BTEFX share classes
- Compare BTEFX 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.