Objective & Approach
The objective of the Boston Trust Core Equity strategy is to generate competitive returns with less risk than the benchmark over full market cycles. This is an actively managed, broadly diversified strategy investing in reasonably valued stocks of higher quality companies with sustainable business models.

Strategy Information
Asset Class Large Cap Core Equity
Benchmark S&P 500
Inception Date January 1, 1981
Vehicles Separate accounts, mutual fund
Number of Holdings Approximately 65