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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 Information

Record date 12/10/2014, Ex date 12/11/2014 and Payable date 12/12/2014

Please click here to view the 2014 Boston Trust & Walden Funds distribution rates.


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.