Boston Trust Equity Fund (BTEFX)
46.00
+0.16
(+0.35%)
USD |
Jan 09 2026
BTEFX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.33% |
| Stock | 99.28% |
| Bond | 0.39% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of November 30, 2025
| Large | 78.28% |
| Mid | 14.64% |
| Small | 7.07% |
Region Exposure
| Americas | 94.90% |
|---|---|
|
North America
|
94.90% |
| United States | 94.90% |
|
Latin America
|
0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.77% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.77% |
| Ireland | 3.63% |
| Switzerland | 1.14% |
|
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 | 0.33% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.45% |
| Materials |
|
2.16% |
| Consumer Discretionary |
|
8.95% |
| Financials |
|
14.33% |
| Real Estate |
|
0.00% |
| Sensitive |
|
54.23% |
| Communication Services |
|
15.31% |
| Energy |
|
2.98% |
| Industrials |
|
9.52% |
| Information Technology |
|
26.43% |
| Defensive |
|
19.64% |
| Consumer Staples |
|
6.87% |
| Health Care |
|
10.18% |
| Utilities |
|
2.59% |
| Not Classified |
|
0.68% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.68% |
As of November 30, 2025
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 | -- |