Boston Trust Equity Fund (BTEFX)
41.75
+0.61
(+1.48%)
USD |
Apr 24 2025
BTEFX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 0.37% |
| Stock | 99.33% |
| Bond | 0.29% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of February 28, 2025
| Large | 79.10% |
| Mid | 15.51% |
| Small | 5.38% |
Region Exposure
| Americas | 94.01% |
|---|---|
|
North America
|
94.01% |
| Canada | 1.02% |
| United States | 92.99% |
|
Latin America
|
0.00% |
As of February 28, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.60% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.60% |
| Ireland | 4.47% |
| Switzerland | 1.13% |
|
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 | 0.39% |
|---|
Stock Sector Exposure
| Cyclical |
|
20.19% |
| Materials |
|
2.46% |
| Consumer Discretionary |
|
6.14% |
| Financials |
|
11.59% |
| Real Estate |
|
0.00% |
| Sensitive |
|
54.89% |
| Communication Services |
|
10.14% |
| Energy |
|
4.63% |
| Industrials |
|
9.61% |
| Information Technology |
|
30.51% |
| Defensive |
|
24.16% |
| Consumer Staples |
|
8.45% |
| Health Care |
|
14.65% |
| Utilities |
|
1.06% |
| Not Classified |
|
0.76% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.76% |
As of July 31, 2024