Boston Trust Midcap FundBTMFX

MUTUAL FUNDBoston Trust Walden
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$187.2M
Expense ratio
0.98%
1-year return
+3.5%
3 years, a year
+7.0%
5 years, a year
+5.8%
Holdings
76

What it aims to do.

The Boston Trust Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization (mid cap) companies.

Top 10 holdings.

Holding% of fund
PAYX Paychex Inc2.14%
ROST Ross Stores Inc2.11%
TEL TE Connectivity PLC2.07%
MTD Mettler-Toledo International Inc2.05%
SEIC SEI Investments Co2.04%
WTRG Essential Utilities Inc1.99%
HUBB Hubbell Incorporated1.92%
EOG EOG Resources Inc.1.91%
ATR Aptargroup Inc.1.90%
BJ BJ Wholesale Club Holdings Inc1.86%

More on BTMFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.