Mutual Funds

//Mutual Funds
Mutual Funds 2017-11-16T21:21:33+00:00

Boston Trust Investment Management Inc. (BTIM Inc.), established in 2001, is a Registered Investment Adviser with the Securities and Exchange Commission. BTIM Inc. provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies. BTIM Inc. is a wholly-owned subsidiary of Boston Trust & Investment Management Company, an employee-owned, independent, Massachusetts chartered bank and trust company. Boston Trust & Investment Management Company has been a UN PRI signatory since 2007.

 

Walden Asset Management (Walden) is the sustainable, responsible and impact (SRI) investment practice of Boston Trust & Investment Management Company. Walden is an industry leader in integrating environmental, social and governance (ESG) analysis into investment decision-making. In addition, Walden encourages portfolio companies to improve their ESG performance and transparency through shareholder engagement. Engagement strategies include dialogue with company management, sponsorship of shareholder resolutions, proxy voting, and public policy advocacy.

 

Fund Literature

Walden Asset Management Fund (WSBFX)  Walden Equity Fund (WSEFX) Walden Midcap Fund (WAMFX) Walden SMID Cap Fund (WASMX) Walden Small Cap Fund (WASOX) Walden International Equity Fund (WIEFX)
Summary Prospectus  Summary Prospectus  Summary Prospectus  Summary Prospectus  Summary Prospectus  Summary Prospectus 
Full Prospectus   Full Prospectus Full Prospectus Full Prospectus Full Prospectus Full Prospectus
Statement of Additional Information  Statement of Additional Information  Statement of Additional Information  Statement of Additional Information  Statement of Additional Information  Statement of Additional Information 
Semi-Annual Report  Semi-Annual Report Semi-Annual Report Semi-Annual Report Semi-Annual Report Semi-Annual Report
Annual Report  Annual Report Annual Report Annual Report Annual Report Annual Report
Fact Sheet  Fact Sheet  Fact Sheet  Fact Sheet  Fact Sheet  Fact Sheet 
Holdings  Holdings  Holdings  Holdings  Holdings  Holdings 
Proxy Voting Record  Proxy Voting Record  Proxy Voting Record  Proxy Voting Record  Proxy Voting Record  Proxy Voting Record 
Proxy Voting Guidelines  Proxy Voting Guidelines  Proxy Voting Guidelines  Proxy Voting Guidelines  Proxy Voting Guidelines  Proxy Voting Guidelines 
XBRL (zip file)*  XBRL (zip file)*  XBRL (zip file)*  XBRL (zip file)*  XBRL (zip file)*  XBRL (zip file)* 

 

2017 Estimated Distribution Information

Please click here to view the Boston Trust & Walden Funds 2017 distribution rates.

 

2016 Distribution Information

Record Date 12/7/2016, Ex Date 12/8/2016, and Payable Date 12/9/2016

Please click here to view the Boston Trust & Walden Funds 2016 distribution rates.

 

*XBRL Information

XBRL data files are readable through an XBRL viewer only.  To access a viewer, please visit the SEC’s website at https://datapreview.sec.gov/previewer.

 

Fund Distribution

BHIL Distributors, LLC, member FINRA/SIPC – www.finra.orgwww.SIPC.org

Dealer agreement inquiries: dealerservices@foreside.com 

Not affiliated with Boston Trust & Investment Management Company.

 

This site is for persons in the United States only. The Boston Trust & Walden Funds may not be available in all states.

 

Before investing in any Fund, you should carefully consider the Fund’s investment objectives, risk, and management fees and other expenses.  This and other important information are contained in the Fund’s prospectus and summary prospectus.  Please read the prospectus and summary prospectus carefully before investing.  Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank of any other entity.