Boston Trust Asset Management Fund (BTBFX) Research
This fund aims to build a broadly diversified investment portfolio. Its holdings will span various asset classes, specifically targeting equities, fixed-income instruments, and money market vehicles. A key allocation mandate dictates that a minimum of 20% of the fund's total assets must be committed to each of two principal categories: (1) a blend of domestic and international equity securities, encompassing typical common stocks; and (2) a range of fixed-income assets, such as U.S. government and agency bonds, corporate debt, money market funds, and liquid cash holdings.
Market snapshot
- Symbol
- BTBFX
- Price
- $60.28
- Day change
- +0.13%
- Market cap
- $522.2M
- 52-week range
- 56.35-66.95
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baron WealthBuilder Fund Retail Shares (BWBFX)
- Integrity Dividend Harvest Fund Class A (IDIVX)
- Leuthold Core Investment Fund Class Institutional (LCRIX)
- Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
- Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
- SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX)
- Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX)
- Invesco Trust for Investment Grade Municipals (VGM)
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