Boston Trust Equity Fund (BTEFX)
43.56
-0.03
(-0.07%)
USD |
Mar 19 2026
BTEFX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.45% |
| Stock | 99.09% |
| Bond | 0.46% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of January 31, 2026
| Large | 77.04% |
| Mid | 15.22% |
| Small | 7.74% |
Region Exposure
| Americas | 94.41% |
|---|---|
|
North America
|
94.41% |
| United States | 94.41% |
|
Latin America
|
0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.14% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.14% |
| Ireland | 3.90% |
| Switzerland | 1.24% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.45% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.02% |
| Materials |
|
2.33% |
| Consumer Discretionary |
|
9.49% |
| Financials |
|
14.21% |
| Real Estate |
|
0.00% |
| Sensitive |
|
53.78% |
| Communication Services |
|
14.39% |
| Energy |
|
3.75% |
| Industrials |
|
11.20% |
| Information Technology |
|
24.43% |
| Defensive |
|
19.30% |
| Consumer Staples |
|
6.70% |
| Health Care |
|
9.94% |
| Utilities |
|
2.66% |
| Not Classified |
|
0.90% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.90% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |