Core Equity

Objective & Approach

The objective of the Boston Trust Core Equity strategy is to outperform the S&P 500 Index with less risk over a full market cycle. The strategy focuses on higher financial quality and portfolio diversification. Boston Trust's high quality emphasis guides security selection, and the portfolio composition policy considers sector exposure and style factors. 

Strategy Information
Asset Class  Core Equity
Benchmark  S&P 500 
Inception Date  January 1, 1981 
Vehicles Separate accounts, mutual fund 
Number of Holdings Approximately 65