Coventry Group Boston Trust Midcap Fund

Class No Load (BTMFX)
Scorecard
3 / 5 Stars
Lipper
2 2 5 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#85 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Boston Trust & Walden Funds funds

See full Mid-Cap Growth rankings

See more fund rankings

Performance

The fund has returned 21.27 percent over the past year, 11.65 percent over the past three years, and 24.45 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 21.3%
3 Years (Annualized) 11.7%
5 Years (Annualized) 24.5%
10 Years (Annualized) N/A

See more BTMFX performance

Summary

The investment seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities, such as common and preferred stock of domestic midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
Coventry Group Boston Trust Midcap Fund has an expense ratio of 1.00 percent.

See more BTMFX fees

Risk

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

See more BTMFX risk

See Also:

Top Boston Trust & Walden Funds Funds