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.
Shareholder Proxy Statement
Please click here to review the current Boston Trust & Walden Funds proxy statement. Shareholders of record on March 25, 2013 are eligible to vote on matters concerning Fundamental Investment Policies as well as Trustees; please click here to view the proxy card. Please contact us at 1-800-282-8782 ext. 7050 with any questions. We appreciate your vote.
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| Boston Trust Asset Management Fund |
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| 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. |
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| 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 |
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| Literature |
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| Boston Trust Equity Fund |
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| Objective |
| The Boston Trust Equity Fund seeks long-term capital growth through an actively managed portfolio of stocks. |
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| 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 |
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| Literature |
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| Boston Trust Midcap Fund |
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| Objective |
| The Boston Trust Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. |
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| 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 |
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| Literature |
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| Boston Trust SMID Cap Fund |
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| Objective |
| The Boston Trust SMID Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of smaller capitalization companies. |
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| 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 |
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| Literature |
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| Boston Trust Small Cap Fund |
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| Objective |
| The Boston Trust Small Cap Fund seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. |
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| 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 |
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| Literature |
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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.
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