Boston Trust Midcap Fund
BTMFX
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- Boston Trust Midcap Fund (BTMFX) is an open-end mutual fund that seeks long-term capital growth through an actively managed, diversified portfolio of domestic equity securities of mid-cap companies, investing at least 80% of its assets in such securities under normal circumstances; it employs a blend investment style across sectors including technology, financial services, industrials, healthcare, and consumer cyclical, with top holdings such as Paychex Inc., SEI Investments Co., and TE Connectivity Ltd.. The fund, classified in the Mid-Cap Blend category, offers institutional shares with a minimum initial investment of $100,000 and an expense ratio of approximately 0.98% to 1.00%, targeting individual and institutional investors seeking U.S. mid-cap equity exposure without loads, 12b-1 fees, leverage, swaps, or derivatives.. Launched on September 24, 2007, and domiciled in the United States, the fund is independently advised by Boston Trust Walden Inc., a registered investment adviser and wholly owned subsidiary of Boston Trust Walden Company headquartered in Boston, Massachusetts, with shares available for sale through brokers or directly via the transfer agent in the U.S. only.. As of late 2025, the fund's portfolio managers include Stephen J. Amyouny, CFA (since inception), Richard Q. Williams, CFA (since 2017), and Mark Zagata, CFA (since 2020), managing total net assets of approximately $239 million to $251 million.. In October 2025, Boston Trust Walden announced significant portfolio management team transitions effective December 31, 2025, including promotions and reassignments across its equity and multi-asset strategies—such as Richard Williams' continued leadership in small and SMID cap equities, Sean Cameron's elevation to lead portfolio manager for the Multi-Asset strategy succeeding Stephen Amyouny, and team adjustments in International Equity—reflecting a multi-year evolution to ensure continuity and depth in its investment approach amid stable operations for the Midcap Fund itself..