Boston Trust Equity Fund

Class No Load (BTEFX)
3 / 5 Stars
2 2 5 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
B (Buy)

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 19.77 percent over the past year, 12.72 percent over the past three years, 16.43 percent over the past five years, and 7.35 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.1%
1 Year 19.8%
3 Years (Annualized) 12.7%
5 Years (Annualized) 16.4%
10 Years (Annualized) 7.3%

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The investment seeks long-term capital growth through an actively managed portfolio of stocks. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common and preferred stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. "Assets" means net assets, plus the amount of borrowing for investment purposes.


Fees are Average compared to funds in the same category.
Boston Trust Equity Fund has an expense ratio of 0.94 percent.

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Risk is Low compared to funds in the same category according to Morningstar.

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See Also:

Top Boston Trust & Walden Funds Funds