Balanced

Objective & Approach 
The Boston Trust Balanced strategy seeks to provide investors competitive investment returns with lower risk when compared to the benchmark. The investment approach combines a tactical asset allocation methodology with Boston Trust's actively managed Core Equity and Fixed Income strategies. Underlying equity and fixed income holdings reflect Boston Trust’s commitment to both superior financial quality and broad diversification.
 
Strategy Information
Asset Class  Balanced 
Benchmark  60% S&P 500 Index / 40% Barclays Capital Aggregate Bond Index
Inception Date  January 1, 1981 
Vehicles  Separate accounts, mutual fund