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.
2017 Estimated Distribution Information
Please click here to view the estimated Boston Trust & Walden Funds 2017 distribution rates.
2016 Distribution Information
Record Date 12/7/2016, Ex Date 12/8/2016, and Payable Date 12/9/2016
Please click here to view the Boston Trust & Walden Funds 2016 distribution rates.
|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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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.