Boston Trust Midcap (BTMFX) Fund Ranking and Research

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

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Fund Manager - Stephen J. Amyouny

Fund Manager Information

Fund Manager Tenure: 12.8 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

 

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 12.8 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

See Boston Trust Midcap Fund (BTMFX) performance details 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%

 

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

More historic net asset information on Boston Trust Midcap Fund (BTMFX)

  

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%

Click here to see more historic asset allocation information on Boston Trust Midcap Fund (BTMFX)

 

Top 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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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