Boston Trust Asset Management (BTBFX) Fund Ranking and Research

Ranking, Research and Recommendation of Boston Trust Asset Management (BTBFX) Fund

Last Trade: $ on , Change: (0%)

 

Fund Manager - Domenic Colasacco

Fund Manager Information

Fund Manager Tenure: 24.1 years
Fund Family: Boston Trust & Walden Funds
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Boston Trust Asset Management Fund (BTBFX) Profile

Fund Profile and Description

Boston Trust Asset Management Fund seeks income and long-term capital growth and income. Boston Trust Asset Management Fund invests in stocks, bonds and money market instruments, with at least 25% of assets in fixed-income securities and at least 25% of assets in equity securities. It purchases bonds that are primarily investment grade, but may invest up to 20% of total assets in fixed-income securities that are considered non-investment grade.

 

 What we like about Boston Trust Asset Management (BTBFX) Fund

Data for Boston Trust Asset Management Fund (BTBFX) as of May 30, 2016

• Boston Trust Asset Management Fund (BTBFX) management has been with Boston Trust Asset Management Fund for 24.1 years
• Boston Trust Asset Management Fund (BTBFX) has good short-term performance (1-year return 4.87% vs -3.85% Allocation--70% to 85% Equity category median performance)
• Boston Trust Asset Management Fund (BTBFX) has good mid-term performance (3-year return 7.95% vs 5.62% Allocation--70% to 85% Equity category median performance)
• Boston Trust Asset Management Fund (BTBFX) has good Long-term performance (5-year return 8.21% vs 5.88% Allocation--70% to 85% Equity category median performance)
• Boston Trust Asset Management Fund (BTBFX) ratio of up-years vs down years is greater than 2
• Boston Trust Asset Management Fund (BTBFX) has a Morningstar rating of 4 and above
• Asset base in Boston Trust Asset Management Fund (BTBFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• Boston Trust Asset Management Fund (BTBFX) has an annual stock turnover rate of 11.64% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Boston Trust Asset Management management does not trade extensively for its return.
• Boston Trust Asset Management Fund (BTBFX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.21, lower than category average of 9.46
• Boston Trust Asset Management Fund (BTBFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Boston Trust Asset Management (BTBFX) Fund

Data for Boston Trust Asset Management Fund (BTBFX) as of May 30, 2016

• Boston Trust Asset Management Fund (BTBFX) has a higher expense ratio of 0.94% than its Allocation--70% to 85% Equity average of 0.89%

See Boston Trust Asset Management Fund (BTBFX) performance details as of May 30, 2016

 

What do you think?

 

Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Boston Trust Asset Management	4.77	4.87	7.95	8.21
American Funds Income Fund of Amer R6 (RIDGX)	4.61	0.67	6.88	7.98	Compare
Delaware Dividend Income Instl (DDIIX)	4.31	-0.72	6.05	7.28	Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)	9.02	1.84	10.72	8.76	Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares Core Aggressive Allocation (AOA)	0	0	0

 

Boston Trust Asset Management (BTBFX) Fund Net Asset

Track net asset change of Boston Trust Asset Management fund (BTBFX)

Date	Net Asset
05/2016	$364.55M
03/2016	$354.42M
02/2016	$339.30M

More historic net asset information on Boston Trust Asset Management Fund (BTBFX)

  

Boston Trust Asset Management (BTBFX) Fund Portfolio Allocation

Track portfolio allocation change of Boston Trust Asset Management fund (BTBFX)

Date	Cash	Stock	Bond	Other
04/2016	1.55%	75.78%	22.67%	0%
02/2016	1.96%	74.03%	24.01%	0%
01/2016	3.95%	73.38%	22.67%	0%

Click here to see more historic asset allocation information on Boston Trust Asset Management Fund (BTBFX)

 

Top 10 Holdings in Boston Trust Asset Management (BTBFX) Fund

Discover what Boston Trust Asset Management Fund (BTBFX) manager is buying

Apr 29, 2016 US Treasury Note 2.75% [6.03%] FFCB 2.625% [3.37%] Becton, Dickinson and Company C [2.25%] Nike, Inc. Common Stock [2.22%] Accenture plc Class A Ordinary [2.21%] Comcast Corporation [2.12%] Microsoft Corporation [2.09%] C.R. Bard, Inc. Common Stock [2.07%] Exxon Mobil Corporation Common [2.04%] Apple Inc. [1.96%]

Feb 28, 2016 US Treasury Note 2.75% [6.41%] FFCB 2.625% [3.58%] Nike, Inc. Common Stock [2.46%] Microsoft Corporation [2.25%] Becton, Dickinson and Company C [2.18%] Apple Inc. [2.14%] US Treasury Note 2.375% [2.14%] Comcast Corporation [2.13%] Accenture plc Class A Ordinary [2.07%] C.R. Bard, Inc. Common Stock [1.99%]

Jan 30, 2016 US Treasury Note 2.75% [6.39%] FFCB 2.625% [3.6%] Nike, Inc. Common Stock [2.5%] Microsoft Corporation [2.46%] Accenture plc Class A Ordinary [2.2%] Apple Inc. [2.18%] Becton, Dickinson and Company C [2.17%] US Treasury Note 2.375% [2.16%] Comcast Corporation [2.08%] Exxon Mobil Corporation Common [1.91%]

Click here for Stock Holding Change Map in Boston Trust Asset Management Fund (BTBFX)

  

Latest News on Boston Trust Asset Management (BTBFX) Fund

See what is happening with Boston Trust Asset Management Fund (BTBFX)

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Popular pages on Boston Trust Asset Management (BTBFX) Fund

• Boston Trust Asset Management (BTBFX) Fund Research and Recommendation
• Boston Trust Asset Management (BTBFX) Fund Performance Data
• Boston Trust Asset Management (BTBFX) Fund Manager Information
• Historic Boston Trust Asset Management (BTBFX) Fund Asset Allocation Report
• Historic Boston Trust Asset Management (BTBFX) Fund Top 10 Holding Tracking
• Historic Boston Trust Asset Management (BTBFX) Fund Asset Under Management Tracking