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Boston Trust Midcap (BTMFX) Fund Ranking and Research
Ranking, Research and Recommendation of Boston Trust Midcap (BTMFX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Stephen J. Amyouny
Fund Manager Information
Fund Manager Tenure: 12.2 yearsFund Family: Boston Trust & Walden Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74) (What does this score mean?)
Mr. Amyouny joined Boston Trust & Investment Management Company in 1996. He currently manages portfolios of both individuals and institutions. Mr. Amyouny also performs securities research and analysis on a variety of industries and has been Associate Director of Securities Research since 2004. He is a member of the Investment Committee and the Portfolio Strategy Committee. Mr. Amyouny holds the Chartered Financial Analyst designation. Get more insights on Stephen J. Amyouny
Boston Trust Midcap Fund (BTMFX) Profile
Fund Profile and Description
Boston Trust Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization companies. Boston Trust Midcap Fund primarily invests at least 80% of assets in a diversified portfolio of equity securities of mid cap companies with market capitalizations within the range encompassed by the Russell Midcap index. It invests in the following types of equity securities: common stocks, preferred stocks, securities convertible or exchangeable into common stocks, warrants and any rights to purchase common stocks.
What we like about Boston Trust Midcap (BTMFX) Fund
Data for Boston Trust Midcap Fund (BTMFX) as of May 30, 2016
- Boston Trust Midcap Fund (BTMFX) management has been with Boston Trust Midcap Fund for 12.2 years
- Boston Trust Midcap Fund (BTMFX) has good short-term performance (1-year return 2.74% vs -5.73% Mid-Cap Growth category median performance)
- Boston Trust Midcap Fund (BTMFX) has good mid-term performance (3-year return 10.39% vs 8.38% Mid-Cap Growth category median performance)
- Boston Trust Midcap Fund (BTMFX) has good Long-term performance (5-year return 9.21% vs 7.70% Mid-Cap Growth category median performance)
- Boston Trust Midcap Fund (BTMFX) ratio of up-years vs down years is greater than 2
- Boston Trust Midcap Fund (BTMFX) has a Morningstar rating of 4 and above
- Asset base in Boston Trust Midcap Fund (BTMFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Boston Trust Midcap Fund (BTMFX) has an annual stock turnover rate of 21.02% vs Mid-Cap Growth average of 50.96%. It is good that Boston Trust Midcap management does not trade extensively for its return.
- Boston Trust Midcap Fund (BTMFX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.61, lower than category average of 13.49
- Boston Trust Midcap Fund (BTMFX) has a lower expense ratio than its Mid-Cap Growth average: 1.00% vs 1.28%
- Boston Trust Midcap Fund (BTMFX) 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 Midcap (BTMFX) Fund
Data for Boston Trust Midcap Fund (BTMFX) as of May 30, 2016
What do you think?
Compare with other top Mid-Cap Growth category mutual funds
Aadditional top Mid-Cap Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Boston Trust Midcap | 6.70 | 2.74 | 10.39 | 9.21 | |
Akre Focus Instl (AKRIX) | 3.59 | 1.80 | 11.15 | 15.02 | Compare |
Baron Asset Instl (BARIX) | 1.54 | -1.98 | 10.28 | 10.08 | Compare |
Bright Rock Mid Cap Growth Instl (BQMGX) | 8.53 | 4.53 | 9.87 | 5.79 | Compare |
See top fund managers for Mid-Cap Growth Category Funds
Compare with Mid-Cap Growth category ETFs
Some Mid-Cap Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim S&P MidCap 400 Pure Gr ETF (RFG) | 0 | 0 | 0 | PowerShares Russell Midcap Pure Gr ETF (PXMG) | -0.83% | -6.85% | 5.24% | RevenueShares NavellierOverall A-100 ETF (RWV) | 1.16% | -5.74% | 7.25% | iShares Morningstar Mid-Cap Growth (JKH) | 1.51% | -5.25% | 9.06% | Vanguard Mid-Cap Growth ETF (VOT) | 3.05% | -4.02% | 9.94% |
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Boston Trust Midcap (BTMFX) Fund Net Asset
Track net asset change of Boston Trust Midcap fund (BTMFX)
Date | Net Asset |
05/2016 | $48.66M |
03/2016 | $47.94M |
02/2016 | $44.52M |
Boston Trust Midcap (BTMFX) Fund Portfolio Allocation
Track portfolio allocation change of Boston Trust Midcap fund (BTMFX)
Date | Cash | Stock | Bond | Other |
04/2016 | 0.52% | 99.48% | 0% | 0% |
02/2016 | 2.18% | 97.82% | 0% | 0% |
01/2016 | 0.73% | 99.27% | 0% | 0% |
Top 10 Holdings in Boston Trust Midcap (BTMFX) Fund
Discover what Boston Trust Midcap Fund (BTMFX) manager is buying
Click here for Stock Holding Change Map in Boston Trust Midcap Fund (BTMFX)
Latest News on Boston Trust Midcap (BTMFX) Fund
See what is happening with Boston Trust Midcap Fund (BTMFX)
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See more information on Boston Trust Midcap (BTMFX) Fund
Popular pages on Boston Trust Midcap (BTMFX) Fund
- Boston Trust Midcap (BTMFX) Fund Research and Recommendation
- Boston Trust Midcap (BTMFX) Fund Performance Data
- Boston Trust Midcap (BTMFX) Fund Manager Information
- Historic Boston Trust Midcap (BTMFX) Fund Asset Allocation Report
- Historic Boston Trust Midcap (BTMFX) Fund Top 10 Holding Tracking
- Historic Boston Trust Midcap (BTMFX) Fund Asset Under Management Tracking