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Boston Trust Midcap (BTMFX) Fund Ranking and Research

Ranking, Research and Recommendation of Boston Trust Midcap (BTMFX) Fund

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

 

Graph of Boston Trust Midcap Fund (BTMFX) ManagerFund Manager - Stephen J. Amyouny

Fund Manager Information

Fund Manager Tenure: 11.6 years
Fund 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

 

Graph of Boston Trust Midcap Fund (BTMFX) ProfileBoston 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.

 

Boston Trust Midcap (BTMFX) Fund Strength 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 11.6 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

Boston Trust Midcap Fund (BTMFX) Weakness What we are cautious about Boston Trust Midcap (BTMFX) Fund

Data for Boston Trust Midcap Fund (BTMFX) as of May 30, 2016

See Boston Trust Midcap Fund (BTMFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Boston Trust Midcap Fund (BTMFX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Boston Trust Midcap6.702.7410.399.21
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Boston Trust Midcap Fund (BTMFX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
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%

 

Graph of Boston Trust Midcap Fund (BTMFX) Net Asset TrackingBoston Trust Midcap (BTMFX) Fund Net Asset

Track net asset change of Boston Trust Midcap fund (BTMFX)

DateNet Asset
05/2016$48.66M
03/2016$47.94M
02/2016$44.52M
More historic net asset information on Boston Trust Midcap Fund (BTMFX)

  

Graph of Boston Trust Midcap Fund (BTMFX) Portfolio TrackingBoston Trust Midcap (BTMFX) Fund Portfolio Allocation

Track portfolio allocation change of Boston Trust Midcap fund (BTMFX)

DateCashStockBondOther
04/20160.52%99.48%0%0%
02/20162.18%97.82%0%0%
01/20160.73%99.27%0%0%
Click here to see more historic asset allocation information on Boston Trust Midcap Fund (BTMFX)

 

graph of Boston Trust Midcap Fund (BTMFX) Top 10 Position TrackingTop 10 Holdings in Boston Trust Midcap (BTMFX) Fund

Discover what Boston Trust Midcap Fund (BTMFX) manager is buying

Apr 29, 2016
Omnicom Group Inc. Common Stock [1.99%]
Ross Stores, Inc. [1.95%]
W.W. Grainger, Inc. Common Stoc [1.83%]
Church & Dwight Company, Inc. C [1.83%]
Cincinnati Financial Corporatio [1.79%]
T. Rowe Price Group, Inc. [1.7%]
Westinghouse Air Brake Technolo [1.68%]
C.R. Bard, Inc. Common Stock [1.68%]
AptarGroup, Inc. Common Stock [1.66%]
Internationa Flavors & Fragranc [1.65%]

Feb 28, 2016
Ross Stores, Inc. [2.04%]
Omnicom Group Inc. Common Stock [2.01%]
Church & Dwight Company, Inc. C [1.93%]
Cincinnati Financial Corporatio [1.84%]
W.W. Grainger, Inc. Common Stoc [1.83%]
AptarGroup, Inc. Common Stock [1.74%]
T. Rowe Price Group, Inc. [1.68%]
C.R. Bard, Inc. Common Stock [1.64%]
Westinghouse Air Brake Technolo [1.55%]

Jan 30, 2016
Church & Dwight Company, Inc. C [2.25%]
Ross Stores, Inc. [2.15%]
Omnicom Group Inc. Common Stock [1.96%]
Internationa Flavors & Fragranc [1.8%]
T. Rowe Price Group, Inc. [1.78%]
AptarGroup, Inc. Common Stock [1.77%]
Cincinnati Financial Corporatio [1.74%]
W.W. Grainger, Inc. Common Stoc [1.71%]
McCormick & Company, Incorporat [1.63%]
C.R. Bard, Inc. Common Stock [1.61%]
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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