Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | BTBFX Insights | BTBFX Score | BTBFX Performance | BTBFX News | BTBFX Allocation | BTBFX Holdings Change
Fund Intelligence | Best Managers | BTBFX Insights | BTBFX Score | BTBFX Performance | BTBFX News | BTBFX Allocation | BTBFX Holdings Change
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 yearsFund 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%
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 |
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% |
Top 10 Holdings in Boston Trust Asset Management (BTBFX) Fund
Discover what Boston Trust Asset Management Fund (BTBFX) manager is buying
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%] | 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%] | 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%] |
Latest News on Boston Trust Asset Management (BTBFX) Fund
See what is happening with Boston Trust Asset Management Fund (BTBFX)
No recent news |
See more information on Boston Trust Asset Management (BTBFX) Fund
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