Boston Trust Midcap Fund (BTMFX)
23.09
+0.47
(+2.08%)
USD |
Apr 08 2026
BTMFX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.35% |
| Stock | 99.33% |
| Bond | 0.31% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of February 28, 2026
| Large | 4.57% |
| Mid | 39.90% |
| Small | 55.53% |
Region Exposure
| Americas | 94.16% |
|---|---|
|
North America
|
94.16% |
| Canada | 0.87% |
| United States | 93.28% |
|
Latin America
|
0.00% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.49% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
5.49% |
| Ireland | 5.49% |
|
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 | 0.35% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.74% |
| Materials |
|
5.69% |
| Consumer Discretionary |
|
9.65% |
| Financials |
|
15.02% |
| Real Estate |
|
4.37% |
| Sensitive |
|
37.73% |
| Communication Services |
|
1.43% |
| Energy |
|
4.79% |
| Industrials |
|
17.69% |
| Information Technology |
|
13.82% |
| Defensive |
|
26.91% |
| Consumer Staples |
|
7.07% |
| Health Care |
|
11.86% |
| Utilities |
|
7.97% |
| Not Classified |
|
0.62% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.62% |
As of February 28, 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 | -- |