Balanced 2017-10-04T03:07:54+00:00

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