Large Cap Core

Objective & Approach

The objective of the Boston Trust Core Equity strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models

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