Boston Trust Equity Fund (BTEFX)
46.73
-0.31
(-0.66%)
USD |
May 19 2026
BTEFX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.97% |
| Stock | 97.96% |
| Bond | 1.07% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2026
| Large | 76.47% |
| Mid | 16.43% |
| Small | 7.10% |
Region Exposure
| Americas | 94.24% |
|---|---|
|
North America
|
94.24% |
| United States | 94.24% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.79% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
4.79% |
| Ireland | 3.40% |
| Switzerland | 1.39% |
|
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 | 0.97% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.28% |
| Materials |
|
2.60% |
| Consumer Discretionary |
|
8.14% |
| Financials |
|
14.54% |
| Real Estate |
|
0.00% |
| Sensitive |
|
52.92% |
| Communication Services |
|
12.71% |
| Energy |
|
4.77% |
| Industrials |
|
11.94% |
| Information Technology |
|
23.50% |
| Defensive |
|
19.75% |
| Consumer Staples |
|
6.75% |
| Health Care |
|
10.05% |
| Utilities |
|
2.95% |
| Not Classified |
|
2.05% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.05% |
As of March 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 | -- |