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Katrina Pelsue
Mutual Fund Administrator
8
00.282.8782 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:

Read here about how Walden manages climate change risk, including fossil fuel free portfolios.

Click here for additional information about Walden's approach.

2013 Distribution Rates

Please click here to view the 2013 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. 


 
Walden Asset Management Fund 
 
Objective
The Walden 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  June 20, 1999 
Ticker Symbol  WSBFX 
CUSIP  101156701 
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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Walden Equity Fund 
 
Objective
The Walden Equity Fund seeks long-term capital growth through an actively managed portfolio of stocks.
 
Fund Facts 
Fund Inception Date  June 20, 1999 
Ticker Symbol  WSBFX 
CUSIP  101156107
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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Walden Midcap Fund 
 
Objective
The Walden Midcap Fund seeks long-term capital growth through an actively managed portfolio of stocks of middle capitalization ("midcap") companies. 
 
Fund Facts 
Fund Inception Date  August 1, 2011
Ticker Symbol  WAMFX 
CUSIP  101156800
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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Walden SMID Cap Innovations Fund 
 
Objective
The Walden SMID Cap Innovations Fund seeks long-term capital growth through an actively managed portfolio of stocks of smaller capitalization companies. 
 
Fund Facts 
Fund Inception Date  June 28, 2012 
Ticker Symbol  WASMX 
CUSIP  101156875 
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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Walden Small Cap Innovations Fund 
 
Objective
The Walden Small Cap Innovations seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies.
 
Fund Facts 
Fund Inception Date  October 24, 2008
Ticker Symbol  WASOX 
CUSIP  101156206
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

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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 athttps://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.