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Boston Trust Equity Fund: (MF: BTEFX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 07:09 PM ET

$50.26 USD

-0.40 (-0.79%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.20 63
3 months 4.96 4
6 months 11.25 62
1 Year 8.59 62
3 Year 12.91 79
5 Year 8.48 61
10 Year 12.27 50

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -43.80
Bull Market (2/09 - 3/21) 845.24

Load Adjusted Returns as of Sep 30, 2026

1 Year 8.59
5 Year 8.48
10 Year 12.27
Since Inception 9.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.64 5.99 4.96 NA
2025 -3.11 4.95 5.71 1.30
2024 6.55 0.49 6.35 -0.15
2023 4.79 6.45 -3.05 8.44
2022 -5.03 -14.52 -4.68 10.91
2021 5.29 9.01 0.55 12.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.198.9013.7117.28-14.1729.7814.5331.74-2.5520.6612.00
% Total Return Rel to Index -5.54-9.31-11.31-8.964.031.10-3.860.251.83-1.120.07
% Total Return Rel to Peer -2.11-3.81-5.68-5.715.527.72-5.383.324.30-0.014.18
% Perf Quintile vs Peer* 4.004.004.004.002.001.004.002.002.003.002.00
% Dividends 0.000.230.320.250.240.190.270.230.220.230.19
% Yield 0.450.480.700.540.650.450.790.780.950.930.90
Capital Gains ($) 0.003.060.780.360.850.910.660.030.180.381.15
Expense Ratio 0.830.830.830.850.860.850.900.910.920.930.96

* 1 = Top 20%, 5 = Bottom 20%