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Boston Trust Equity (BTEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.09+0.33 (+0.77%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash0.55%
Stocks99.46%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
BTEFX
Basic materials
1.69%
Consumer cyclical
6.28%
Financial services
14.86%
Property
0.00%
Consumer defensive
8.81%
Healthcare
15.73%
Utilities
1.04%
Communication services
10.56%
Energy
4.74%
Industrials
11.87%
Technology
24.42%

Equity holdings

AverageBTEFXCategory average
Price/Earnings0.040.04
Price/book0.190.21
Price/sales0.30.4
Price/Cash flow0.050.06
Median market cap251,880.55335,222.28
3-year earnings growth21.721.25

Bond holdings

AverageBTEFXCategory average
MaturityN/AN/A
DurationN/A4.6
Credit qualityN/AN/A

Bond ratings

Sector(s)BTEFX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (44.38% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT9.02%
Alphabet Inc Class CGOOG7.41%
Apple IncAAPL6.62%
Costco Wholesale CorpCOST4.21%
JPMorgan Chase & CoJPM3.65%
Visa Inc Class AV3.25%
Accenture PLC Class AACN3.01%
W.W. Grainger IncGWW2.55%
Exxon Mobil CorpXOM2.50%
UnitedHealth Group IncUNH2.15%