Boston Trust Financial Statements From 2010 to 2024
| BTSMX Fund | USD 24.28 0.16 0.66% |
Check Boston Trust financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Boston main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Boston financial statements analysis is a perfect complement when working with Boston Trust Valuation or Volatility modules.
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Boston Trust Smid Mutual Fund Annual Yield Analysis
Boston Trust's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Boston Trust Annual Yield | 0.01 % |
Most of Boston Trust's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Boston Trust Smid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Boston Trust Smid has an Annual Yield of 0.0065%. This is much higher than that of the Boston Trust Walden Funds family and significantly higher than that of the Mid-Cap Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Boston Trust Smid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boston Trust's current stock value. Our valuation model uses many indicators to compare Boston Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Trust competition to find correlations between indicators driving Boston Trust's intrinsic value. More Info.Boston Trust Smid is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Trust Smid is roughly 6.50 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Boston Trust by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Boston Trust's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Boston Trust's earnings, one of the primary drivers of an investment's value.About Boston Trust Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Boston Trust income statement, its balance sheet, and the statement of cash flows. Boston Trust investors use historical funamental indicators, such as Boston Trust's revenue or net income, to determine how well the company is positioned to perform in the future. Although Boston Trust investors may use each financial statement separately, they are all related. The changes in Boston Trust's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Boston Trust's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Boston Trust Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Boston Trust. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Boston Trust in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Boston Trust's short interest history, or implied volatility extrapolated from Boston Trust options trading.
Pair Trading with Boston Trust
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Boston Trust position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Boston Trust will appreciate offsetting losses from the drop in the long position's value.Moving together with Boston Mutual Fund
| 0.99 | WAMFX | Walden Midcap | PairCorr |
| 0.82 | WSBFX | Walden Asset Management | PairCorr |
| 0.85 | WSEFX | Walden Equity | PairCorr |
| 0.99 | WASMX | Walden Smid Cap | PairCorr |
| 0.84 | BTBFX | Boston Trust Asset | PairCorr |
The ability to find closely correlated positions to Boston Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boston Trust when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Boston Trust - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Boston Trust Smid to buy it.
The correlation of Boston Trust is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Boston Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boston Trust Smid moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Boston Trust can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Boston Trust Correlation against competitors. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..