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BTBFX Boston Trust Asset Management

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Fund BTBFX Boston Trust Asset Management DGIFX Disciplined Growth Investors  
Similarity
?
100% 88%
Annual Fees
?
$98.55
(0.94% Exp. Ratio)
$81.77
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$31,071.51 $32,612.90
Est. savings over 30 yrs +$1,541.38
Return
As of 11/30/16
1 YR RETURN 6.28%
3 YR 6.15%
5 YR 9.45%
10 YR 6.75%
1 YR RETURN 9.65%
3 YR 7.12%
5 YR 11.49%
10 YR --
Description
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds and cash.
The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk. The fund normally invests approximately 60% of its assets in equity securities and approximately 40% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $10 billion. It may invest in both investment-grade and below investment-grade securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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