Boston Trust Midcap Fund (BTMFX) Research
Typically, the fund commits at least 80% of its total assets to a diversified portfolio composed of equity securities from U.S. mid-sized companies. These equity holdings encompass common stock and any instruments granting the right to purchase common stock. The Adviser defines 'midcap companies' for this fund as those whose market capitalization falls within the range established by the Russell Midcap® Index at the time of an investment.
Market snapshot
- Symbol
- BTMFX
- Price
- $23.41
- Day change
- +0.64%
- Market cap
- $167.4M
- 52-week range
- 22.12-25.89
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Equity Fund (BTEFX)
- Columbia Adaptive Risk Allocation Fund A (CRAAX)
- BNY Mellon Opportunistic Small Cap Fund Class I (DOPIX)
- Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
- Meeder Spectrum Fund - Retail Class (FLSPX)
- Sprott Focus Trust, Inc. (FUND)
- Harding Loevner Institutional Emerging Markets Portfolio (HLMEX)
- SGI U.S. Large Cap Equity Fund Class I (SILVX)
Open Boston Trust Midcap Fund (BTMFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.