Boston Trust Financials
| BTSMX Fund | USD 27.28 0.09 0.33% |
Boston |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Boston Trust Fund Summary
Boston Trust competes with T Rowe, Pgim High, Calvert High, Artisan High, and Siit High. The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | BOSTON TRUST WALDEN |
| Mutual Fund Family | Boston Trust Walden Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 282 8782 |
| Currency | USD - US Dollar |
Boston Trust Key Financial Ratios
Boston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boston Trust's current stock value. Our valuation model uses many indicators to compare Boston Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Trust competition to find correlations between indicators driving Boston Trust's intrinsic value. More Info.Boston Trust Smid is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Trust Smid is roughly 6.50 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Boston Trust's earnings, one of the primary drivers of an investment's value.Boston Trust Smid Systematic Risk
Boston Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Boston Trust volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Boston Trust Smid correlated with the market. If Beta is less than 0 Boston Trust generally moves in the opposite direction as compared to the market. If Boston Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Boston Trust Smid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Boston Trust is generally in the same direction as the market. If Beta > 1 Boston Trust moves generally in the same direction as, but more than the movement of the benchmark.
Boston Trust December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Boston Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Boston Trust Smid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Boston Trust Smid based on widely used predictive technical indicators. In general, we focus on analyzing Boston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Boston Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6393 | |||
| Information Ratio | 0.0182 | |||
| Maximum Drawdown | 4.6 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.55 |
Other Information on Investing in Boston Mutual Fund
Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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