BTBFX
Boston Trust Asset Management Fund
1W: -0.8%
1M: -1.7%
3M: +1.1%
YTD: +5.1%
1Y: +6.0%
3Y: +35.1%
5Y: +30.4%
$62.53
+0.18 (+0.29%)
Weekly Expected Move ±1.1%
$61
$62
$62
$63
$64
Similar ETFs
20 peers by holdings overlap (94 holdings)
BTEFX
Boston Trust Equity Fund
85.1%
Shared48 holdings
Total52
AUM$245M
Price$48.55
WSEFX
Boston Trust Walden Equity Fund
65.5%
Shared31 holdings
Total48
AUM$225M
Price$40.94
WSBFX
Boston Trust Walden Balanced
58.5%
Shared28 holdings
Total43
AUM$141M
Price$24.52
HAVGX
Haverford Quality Growth Stock Fund
48.5%
Shared29 holdings
Total34
AUM$304M
Price$26.47
FFA
First Trust Enhanced Equity Income Fund
46.1%
Shared33 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
42.6%
Shared24 holdings
Total28
AUM$843M
Price$65.74
DLCEX
Dana Large Cap Equity Fund
41.2%
Shared28 holdings
Total51
AUM$70M
Price$23.79
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
40.9%
Shared47 holdings
Total500
AUM$2.1B
Price$21.44
SEBLX
Touchstone Balanced Fund Class A
40.7%
Shared15 holdings
Total45
AUM$973M
Price$31.50
ABLOX
Alger Balanced Portfolio Class I-2
40.6%
Shared20 holdings
Total78
AUM$72M
Price$25.03
MAIPX
MAI Managed Volatility Fund
40.3%
Shared22 holdings
Total73
AUM$232M
Price$17.89
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
38.7%
Shared24 holdings
Total501
AUM$337M
Price$18.74
SENCX
Touchstone Large Cap Focused A
38.2%
Shared15 holdings
Total44
AUM$3.5B
Price$90.69
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
37.7%
Shared24 holdings
Total143
AUM$452M
Price$15.38
BGRWX
Barrett Growth Fund
37.3%
Shared12 holdings
Total28
AUM$22M
Price$28.29
CAHEX
Calamos Hedged Equity Income Fund Class A
37.3%
Shared40 holdings
Total261
AUM$878M
Price$20.66
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
36.5%
Shared28 holdings
Total150
AUM$1.7B
Price$14.94
DFEOX
DFA U.S. Core Equity 1 Portfolio
36.5%
Shared192 holdings
Total2,563
AUM$41.8B
Price$55.98
SPFFX
Sphere 500 Climate Fund
36.4%
Shared41 holdings
Total366
AUM$45M
Price$34.59
TRULX
T. Rowe Price U.S. Large-Cap Core Fund
36.4%
Shared19 holdings
Total76
AUM$18.2B
Price$48.82
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BTBFX | $512M | 49 | 34.7% | 11.8 | 3.2 | 3.6 | 30.6% | 31.0% | 1.61% | +17.6% | +25.2% | 60.0 | 6.2 |
| BTEFX | $245M | 52 | 45.0% | 12.5 | 3.5 | 4.0 | 32.3% | 31.6% | 1.49% | +20.4% | +24.0% | 57.7 | 6.1 |
| WSEFX | $225M | 48 | 50.2% | 11.2 | 3.5 | 4.1 | 36.6% | 36.4% | 1.53% | +17.3% | +25.6% | 59.4 | 6.3 |
| WSBFX | $141M | 43 | 33.4% | 11.0 | 3.4 | 3.8 | 36.2% | 35.0% | 1.45% | +21.2% | +24.4% | 56.6 | 6.3 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| SEBLX | $973M | 45 | 34.6% | 6.6 | 2.1 | 2.5 | 36.5% | 38.2% | 1.26% | +18.0% | +36.6% | 52.4 | 6.1 |
| ABLOX | $72M | 78 | 33.2% | 7.8 | 2.5 | 2.8 | 36.8% | 36.3% | 1.95% | +20.8% | +38.9% | 58.0 | 6.5 |