Boston Trust Equity Fund
BTEFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Beacon Street Boston MA United States of America 02108
- IPO Date
- Oct 1, 2003
- CIK
- 0000882748
- Website
- bostontrustwalden.com
- Similar Companies
- Business
- Boston Trust Equity Fund (BTEFX) is a mutual fund managed by Boston Trust Walden, a independent investment advisor focused on socially responsible equity investing. The fund seeks long-term capital appreciation by investing primarily in common stocks of established companies that meet stringent environmental, social, and governance (ESG) criteria; it emphasizes high-quality businesses with sustainable competitive advantages, strong balance sheets, and positive societal impact. Core holdings typically span sectors such as healthcare, financials, consumer staples, and information technology, with a portfolio of 30-50 stocks selected through bottom-up fundamental analysis and rigorous ESG screening to avoid industries like tobacco, weapons, and fossil fuels. The fund offers institutional share classes with low expense ratios, targeting qualified institutional investors, high-net-worth individuals, and advisors seeking ESG integration without sacrificing returns; it provides daily liquidity, professional management, and quarterly reporting on stewardship activities including shareholder engagement and proxy voting. Geographically, the fund invests globally but maintains a core focus on U.S.-listed large-cap companies, with selective exposure to developed international markets. Boston Trust Walden, founded in 1986 and headquartered in Boston, Massachusetts, serves as the advisor, bringing decades of experience in values-aligned investing across its platform of mutual funds and separately managed accounts. Recent developments include enhanced ESG integration following the 2023 launch of updated stewardship guidelines emphasizing climate risk assessment and biodiversity; in 2024, the firm announced a strategic partnership with Walden Asset Management to expand sustainable fixed income capabilities, complementing equity strategies like BTEFX. No major funding rounds or acquisitions were reported in the last two years, but the fund benefited from portfolio adjustments amid market volatility, including increased allocations to renewable energy enablers and resilient healthcare firms. These changes underscore ongoing commitment to adaptive, responsible investing amid evolving regulatory and investor demands for transparency.