Morningstar

Boston Trust Asset Management BTBFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Boston Trust Walden Investment Hub

Morningstar’s Analysis BTBFX

Will BTBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTBFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BTBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BTBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Boston Trust Asset Management retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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