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BTMFX

Boston Trust Midcap Fund
1W: -0.2% 1M: -2.1% 3M: +0.7% YTD: +6.1% 1Y: -3.9% 3Y: +18.5% 5Y: +17.6%
$24.54
+0.09 (+0.37%)
 
Weekly Expected Move ±1.1%
$24 $24 $24 $25 $25
ETF NASDAQ · AUM $167.1M

Similar ETFs

20 peers by holdings overlap (76 holdings)
WAMFX
Boston Trust Walden Midcap Fund
95.2%
Shared72 holdings
Total73
AUM$154M
Price$24.16
WASMX
Boston Trust Walden SMID Cap Fund
53.2%
Shared43 holdings
Total68
AUM$305M
Price$26.29
NCTWX
Nicholas II Fund Class I
20.5%
Shared16 holdings
Total65
AUM$912M
Price$31.18
CIPMX
Champlain Mid Cap Fund Advisor Class
20.1%
Shared16 holdings
Total71
AUM$2.2B
Price$20.91
HNMDX
Heartland Mid Cap Value Fund Institutional Class
17.2%
Shared15 holdings
Total60
AUM$473M
Price$14.64
VMGIX
Vanguard Mid-Cap Growth Index Fund Investor Shares
16.4%
Shared21 holdings
Total129
AUM$35.0B
Price$117.03
BTBFX
Boston Trust Asset Management Fund
15.5%
Shared13 holdings
Total49
AUM$512M
Price$62.53
PMEGX
T. Rowe Price Institutional Mid-Cap Equity Growth Fund
15.2%
Shared14 holdings
Total113
AUM$6.6B
Price$53.50
RPMGX
T. Rowe Price Mid-Cap Growth Fund
15.1%
Shared14 holdings
Total113
AUM$33.8B
Price$100.05
WOOPX
JPMorgan SMID Cap Equity Fund Class I
14.5%
Shared16 holdings
Total107
AUM$294M
Price$17.30
BTEFX
Boston Trust Equity Fund
14.1%
Shared14 holdings
Total52
AUM$245M
Price$48.55
JVMAX
John Hancock Funds Disciplined Value Mid Cap Fund Class A
13.9%
Shared18 holdings
Total137
AUM$22.5B
Price$28.46
VSNGX
JPMorgan Mid Cap Equity Fund Class I
13.8%
Shared24 holdings
Total189
AUM$5.8B
Price$67.46
REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
13.8%
Shared10 holdings
Total65
AUM$1.6B
Price$87.72
CMJAX
Calvert US Mid Cap Core Rspnb Idx A
13.5%
Shared65 holdings
Total620
AUM$492M
Price$49.93
RNMC
First Trust Mid Cap US Equity Select ETF
13.4%
Shared14 holdings
Total100
AUM$16M
Price$31.68
BUFTX
Buffalo Discovery Fund
13.0%
Shared11 holdings
Total72
AUM$343M
Price$18.60
VMACX
Virtus KAR Mid-Cap Core Fund
12.8%
Shared9 holdings
Total30
AUM$1.6B
Price$53.03
WSBFX
Boston Trust Walden Balanced
12.8%
Shared12 holdings
Total43
AUM$141M
Price$24.52
QSML.AX
ETF
12.7%
Shared15 holdings
Total—
AUM—
Price—

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
BTMFX $167M 75 20.0% 23.1 4.8 2.8 21.4% 12.2% 1.60% +7.7% +15.0% 62.6 6.7
WAMFX $154M 73 20.6% 23.7 4.8 2.8 21.1% 11.9% 1.54% +7.7% +15.2% 62.3 6.7
WASMX $305M 68 22.6% 19.6 3.7 2.4 19.2% 11.9% 1.34% +7.5% +17.3% 62.9 6.6
NCTWX $912M 65 26.2% 31.2 5.7 3.4 18.5% 10.9% 0.70% +11.1% +33.1% 63.4 6.8
CIPMX $2.2B 71 23.0% 33.5 4.7 5.2 15.2% 15.2% 0.73% +17.4% +20.4% 61.6 6.2
HNMDX $473M 60 34.1% 17.6 2.4 1.6 13.3% 8.6% 2.23% +7.7% +14.0% 55.7 6.2
VMGIX $35.0B 129 20.2% 40.0 8.5 5.7 22.2% 13.5% 0.95% +21.5% +33.3% 61.5 6.2
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
PMEGX $6.6B 113 19.8% 28.9 6.1 2.1 20.6% 6.8% 0.64% +14.1% +37.2% 61.0 6.3
RPMGX $33.8B 113 19.7% 28.9 6.1 2.1 20.6% 6.8% 0.64% +14.1% +37.2% 61.0 6.3
WOOPX $294M 107 14.6% 25.8 3.8 1.9 14.3% 7.0% 0.99% +14.7% +17.0% 57.7 6.2

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms