BTMFX

About BTMFX

The Boston Trust Midcap Fund is a professionally managed mutual fund focused on long-term capital growth by investing in a diversified portfolio of domestic mid-capitalization equities. The fund’s primary objective is to identify and invest in financially stable, higher quality midcap companies that exhibit sustainable business models and prudent capital management, leveraging both quantitative and qualitative assessments to highlight those with desirable business stability, profitability, and growth potential. Its diversified approach spans multiple sectors, including technology, financial services, consumer cyclical, real estate, healthcare, and energy, reflecting balanced sector exposure and a commitment to risk management. Managed by experienced investment professionals at Boston Trust Walden, the fund aims to deliver returns by constructing a portfolio with superior underlying company quality compared to its peers, positioning itself as a core or complementary holding for investors seeking exposure to the U.S. midcap equity market. Its disciplined investment process and focus on quality distinguish it within the mid-cap blend category.