Boston Trust Equity Fund (BTEFX)

Overview

The fund described is a diversified investment fund that primarily focuses on investing in domestic equity securities, which include common stocks. It has a strategy to allocate at least 80% of its assets toward a diverse range of equity securities. The fund is designed to appeal to investors looking for exposure to large capitalization companies, indicating a preference towards investing in the stocks of larger, established companies which are considered to be of significant size within the market. The term "assets" within the context of this fund's investment approach is defined to include both net assets and any amounts borrowed for the purpose of investment, which allows for leverage in its investment strategy to potentially enhance returns. This investment strategy indicates a balanced approach to risk, focusing on the stability of large-cap equities while also allowing for the potential of higher returns through a diversified portfolio strategy and the use of leverage.

Products and Services

• Diversified Portfolio of Domestic Equity Securities

  This product refers to the fund's core offering, which is a diversified portfolio that primarily consists of domestic equity securities such as common stocks. By diversifying its investments across a range of equity securities, the fund aims to mitigate risk while seeking capital growth through stock market investments.

• Focus on Large Capitalization Companies

  The fund prioritizes investments in large capitalization companies. This focus is based on the belief that large-cap companies offer a beneficial balance of growth potential and stability. Investing in large-cap companies typically involves companies that are well-established in their respective industries, offering the potential for steady returns.

• Use of Leverage for Investment Purposes

  Leverage in this context refers to the use of borrowed funds to enhance the investment potential of the fund's portfolio. By borrowing additional funds for investment purposes, the fund aims to increase the total amount of assets under management to generate higher returns. However, it is important to note that the use of leverage can also increase the risk of loss.