BTEFX
Boston Trust Equity Fund
1W: -0.9%
1M: -1.3%
3M: +2.5%
YTD: +7.5%
1Y: +8.7%
3Y: +44.1%
5Y: +45.4%
$48.55
+0.21 (+0.43%)
Weekly Expected Move ±1.3%
$47
$48
$48
$49
$50
Similar ETFs
20 peers by holdings overlap (53 holdings)
BTBFX
Boston Trust Asset Management Fund
85.1%
Shared48 holdings
Total49
AUM$512M
Price$62.53
WSEFX
Boston Trust Walden Equity Fund
62.4%
Shared31 holdings
Total48
AUM$225M
Price$40.94
WSBFX
Boston Trust Walden Balanced
56.1%
Shared29 holdings
Total43
AUM$141M
Price$24.52
HAVGX
Haverford Quality Growth Stock Fund
52.0%
Shared31 holdings
Total34
AUM$304M
Price$26.47
FFA
First Trust Enhanced Equity Income Fund
44.3%
Shared31 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
44.0%
Shared24 holdings
Total28
AUM$843M
Price$65.74
SEBLX
Touchstone Balanced Fund Class A
43.7%
Shared16 holdings
Total45
AUM$973M
Price$31.50
BGRWX
Barrett Growth Fund
41.5%
Shared13 holdings
Total28
AUM$22M
Price$28.29
SENCX
Touchstone Large Cap Focused A
41.5%
Shared16 holdings
Total44
AUM$3.5B
Price$90.69
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
41.0%
Shared50 holdings
Total500
AUM$2.1B
Price$21.44
DLCEX
Dana Large Cap Equity Fund
40.0%
Shared29 holdings
Total51
AUM$70M
Price$23.79
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
38.5%
Shared14 holdings
Total54
AUM$2.3B
Price$14.18
JAGIX
Janus Henderson Growth and Income Fund - T Shares
38.4%
Shared19 holdings
Total68
AUM$8.8B
Price$80.85
TRULX
T. Rowe Price U.S. Large-Cap Core Fund
38.1%
Shared20 holdings
Total76
AUM$18.2B
Price$48.82
ABLOX
Alger Balanced Portfolio Class I-2
38.1%
Shared19 holdings
Total78
AUM$72M
Price$25.03
JABAX
Janus Henderson Balanced Fund - T Shares
38.0%
Shared20 holdings
Total66
AUM$28.0B
Price$49.57
MAIPX
MAI Managed Volatility Fund
37.8%
Shared21 holdings
Total73
AUM$232M
Price$17.89
AWEIX
CIBC Atlas Disciplined Equity Fund Institutional Class
37.8%
Shared18 holdings
Total66
AUM$1.4B
Price$32.29
EOS
Eaton Vance Enhanced Equity Income Fund II
37.7%
Shared14 holdings
Total48
AUM$1.1B
Price$21.34
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
37.2%
Shared13 holdings
Total50
AUM$547M
Price$8.13
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| BGRWX | $22M | 28 | 60.5% | 14.5 | 4.3 | 4.4 | 34.6% | 30.1% | 1.15% | +27.3% | +33.8% | 59.8 | 6.1 |
| SENCX | $3.5B | 44 | 54.9% | 6.4 | 2.0 | 2.4 | 36.2% | 38.0% | 1.28% | +20.1% | +37.3% | 52.2 | 6.2 |
| 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 |