Mutual Funds

Mutual Funds 2017-12-13T12:51:01+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. 

Fund Literature

Boston Trust Asset Management Fund (BTBFX)
Boston Trust Equity Fund (BTEFX)
Boston Trust Midcap Fund (BTMFX)
Boston Trust SMID Cap Fund (BTSMX)
Boston Trust Small Cap Fund (BOSOX)
Summary Prospectus Summary Prospectus
Summary Prospectus
Summary Prospectus Summary 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 
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 
Fact Sheet 
Fact Sheet 
Fact Sheet  Fact Sheet  Fact Sheet 
Holdings 
Holdings 
Holdings   Holdings  Holdings 
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 
XBRL (zip file)*
XBRL (zip file)*
XBRL (zip file)*  XBRL (zip file)*  XBRL (zip file)* 

 
2017 Distribution Information
Record Date 12/11/17, Ex Date 12/12/17, and Payable Date 12/13/17.
Please click here to view the Boston Trust & Walden Funds 2017 distribution rates.

 

Information for Retirement Plan Participants in the Boston Trust Small Cap Fund (BOSOX)

Name of Issuer  Boston Trust Investment Management, Inc. 
Fund Objectives  See Fact Sheet 
Principal Strategies and Risks  See Fact Sheet 
Portfolio Turnover Rate (12 months)  See Summary Prospectus 
Performance Data (as of the last quarter)  See Fact Sheet 
Fee and Expense Information  See Fact Sheet and Summary Prospectus 
Glossary of Terms See Fact Sheet 

Fees and expenses are only two of several factors to consider when making investment decisions. The cumulative effect of fees and expenses can substantially reduce the growth of a participant’s account. Participants may go to the Department of Labor website for more information.

 

*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.org, www.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.