Unwrap.Fund
See how BTEFX fits your portfolio →
MF · holdings as filed 2026-03-31

What's inside BTEFX?

Boston Trust Equity Fund
Holdings
53
positions in the fund
Top 10
45%
of fund assets
Expense ratio
0.83%
net, per year
Fund size
$234M
total net assets

Top 20 holdings

RankLogoTicker / NameWeight
1
G
GOOGALPHABET INC-CL C
7.81%
2
A
AAPLAPPLE INC
6.84%
3
M
MSFTMICROSOFT CORP
6.79%
4
J
JPMJPMORGAN CHASE & CO
5.15%
5
E
EXMOCEXXON MOBIL CORP
3.62%
6
V
VVISA INC-CLASS A SHARES
3.61%
7
G
GWWWW GRAINGER INC
3.03%
8
J
JNJJOHNSON & JOHNSON
2.97%
9
C
COSTCOSTCO WHOLESALE CORP
2.76%
10
M
METAMETA PLATFORMS INC-CLASS A
2.44%
11
A
ADIANALOG DEVICES INC
2.24%
12
H
HUBBHUBBELL INC
2.09%
13
N
NVDANVIDIA CORP
2.08%
14
N
NTPXXNORTHERN INST TRSRY-PRM
2.05%
15
A
ACNACCENTURE PLC-CL A
2.03%
16
U
UNPUNION PACIFIC CORP
1.92%
17
A
APDAIR PRODUCTS & CHEMICALS INC
1.84%
18
O
ORLYO'REILLY AUTOMOTIVE INC
1.82%
19
A
AMZNAMAZON.COM INC
1.78%
20
A
ADPAUTOMATIC DATA PROCESSING
1.73%
Sectors
Top holdings — Information Technology
Your 10 largest positions in this sector
1
G
GOOGALPHABET INC-CL C
7.81%
2
A
AAPLAPPLE INC
6.84%
3
M
MSFTMICROSOFT CORP
6.79%
4
V
VVISA INC-CLASS A SHARES
3.61%
5
M
METAMETA PLATFORMS INC-CLASS A
2.44%
6
A
ADIANALOG DEVICES INC
2.24%
7
H
HUBBHUBBELL INC
2.09%
8
N
NVDANVIDIA CORP
2.08%
9
A
ACNACCENTURE PLC-CL A
2.03%
10
A
ADPAUTOMATIC DATA PROCESSING
1.73%
Geography
Top holdings — United States
Your 10 largest positions in this country
1
G
GOOGALPHABET INC-CL C
7.81%
2
A
AAPLAPPLE INC
6.84%
3
M
MSFTMICROSOFT CORP
6.79%
4
J
JPMJPMORGAN CHASE & CO
5.15%
5
E
EXMOCEXXON MOBIL CORP
3.62%
6
V
VVISA INC-CLASS A SHARES
3.61%
7
G
GWWWW GRAINGER INC
3.03%
8
J
JNJJOHNSON & JOHNSON
2.97%
9
C
COSTCOSTCO WHOLESALE CORP
2.76%
10
M
METAMETA PLATFORMS INC-CLASS A
2.44%
Geography reflects each issuer's registered business address per SEC EDGAR filings where available, falling back to the exchange or listing where no SEC filing exists — not necessarily where a company's stock is primarily listed (e.g. TSMC is classified as Taiwan even though its ADR trades on the NYSE).
Hold BTEFX alongside other funds? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
Funds similar to BTEFX
SPTMState Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
34% overlap
Compare →
SCHXSchwab U.S. Large-Cap ETF
34% overlap
Compare →
ITOTiShares Core S&P Total U.S. Stock Market ETF
33% overlap
Compare →
IYYiShares Dow Jones U.S. ETF
33% overlap
Compare →
VONEVANGUARD RUSSELL 1000 INDEX FUND
33% overlap
Compare →
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
33% overlap
Compare →
Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.