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      Katrina Pelsue
      Mutual Fund Administrator
      800.282.8782 ext.7050

Mutual Funds

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. 

Walden Asset Management, a division within Boston Trust, manages portfolios for clients seeking to generate social and environmental impact with their investments. Walden encourages portfolio companies to improve their environmental, social and governance (ESG) performance and transparency utilizing customized portfolio screens and shareholder engagement strategies. Engagement strategies include dialogue with company management, proxy voting, sponsorship of shareholder resolutions, and public policy advocacy.

 

Click on the links below to view more information on the Funds:


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) 


To view the Walden Funds, please click here.



2014 Distribution Rates


Please click here to view the 2014 Boston Trust & Walden Funds minimum 2014 Short Term and Long Term Capital Gains.



Shareholder Proxy Statement


Shareholders of record on March 25, 2013 were eligible to vote on matters concerning Fundamental Investment Policies as well as Trustees; please click here to view the results. Please contact us at 1-800-282-8782 ext. 7050 with any questions.

 

 

 
Boston Trust Asset Management Fund
 
Objective 
The Boston Trust Asset Management Fund seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds, and money market instruments.
 
Fund Facts
Fund Inception Date December 1, 1995
Ticker Symbol BTBFX
CUSIP 101156305
Availability Open
Fund Direct Initial Investment $100,000 (waived on institutional platforms)
Minimum Subsequent Investment $1,000
Dividends Declared and paid annually in December
 
Literature

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Boston Trust Equity Fund 
 
Objective 
The Boston Trust Equity Fund seeks long-term capital growth through an actively managed portfolio of stocks.
 
Fund Facts
Fund Inception Date October 1, 2003
Ticker Symbol BTEFX
CUSIP 101156404
Availability Open
Fund Direct Initial Investment $100,000 (waived on institutional platforms)
Minimum Subsequent Investment $1,000
Dividends Declared and paid annually in December
 
Literature

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Boston Trust Midcap Fund 
 
Objective 
The Boston Trust Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies.
 
Fund Facts
Fund Inception Date September 24, 2007
Ticker Symbol BTMFX
CUSIP 101156503
Availability Open
Fund Direct Initial Investment $100,000 (waived on institutional platforms)
Minimum Subsequent Investment $1,000
Dividends Declared and paid annually in December
 
Literature

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Boston Trust SMID Cap Fund 
 
Objective 
The Boston Trust SMID Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of smaller capitalization companies.
 
Fund Facts
Fund Inception Date November 30, 2011
Ticker Symbol BTSMX
CUSIP 101156883
Availability Open
Fund Direct Initial Investment $100,000 (waived on institutional platforms)
Minimum Subsequent Investment $1,000
Dividends Declared and paid annually in December
 
Literature

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Boston Trust Small Cap Fund 
 
Objective 
The Boston Trust Small Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies.
 
Fund Facts
Fund Inception Date December 31, 1994
Ticker Symbol BOSOX
CUSIP 101156602
Availability Closed to new investors
Fund Direct Initial Investment $100,000 (waived on institutional platforms)
Minimum Subsequent Investment $1,000
Dividends Declared and paid annually in December
 
Literature
 
Information for Retirement Plan Participants
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. 

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This site is for persons in the United States only.

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.

 

*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, Inc.  Member FINRA - www.finra.org

Dealer agreement inquiries: dealeragreements@b-hill.com

Not affiliated with Boston Trust & Investment Management Company.