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Mutual Funds

The Boston Trust Walden Funds are managed consistent with the firm’s investment philosophy and disciplined investment approach.

In this section

Comprised of ten funds, the Boston Trust Walden mutual funds provide accessibility to our proprietary investment strategies.

Boston Trust Walden Inc. is an investment adviser registered with the Securities & Exchange Commission (SEC) and a wholly owned subsidiary of Boston Trust Walden Company. Boston Trust Walden Inc. advises the Boston Trust Walden Funds. Please see Boston Trust Walden Inc.’s Form ADV for a description of the Adviser.

Fund Literature

Boston Trust Asset Management Fund (BTBFX)Boston Trust Equity Fund (BTEFX)Boston Trust Midcap Fund (BTMFX)Boston Trust SMID Cap Fund (BTSMX)Boston Trust Walden Small Cap Fund (BOSOX)
Summary ProspectusSummary ProspectusSummary ProspectusSummary ProspectusSummary Prospectus
Full ProspectusFull ProspectusFull ProspectusFull ProspectusFull Prospectus
Statement of Additional Information Statement of Additional Information Statement of Additional InformationStatement of Additional InformationStatement of Additional Information
Semi-Annual ReportSemi-Annual ReportSemi-Annual ReportSemi-Annual ReportSemi-Annual Report
Annual Report Annual ReportAnnual ReportAnnual ReportAnnual Report
Fact Sheet
Fact Sheet
Fact Sheet
Fact SheetFact Sheet
HoldingsHoldingsHoldingsHoldingsHoldings
Proxy Voting Record
Proxy Voting Record
Proxy Voting RecordProxy Voting Record
Proxy Voting Record
Proxy Voting GuidelinesProxy Voting GuidelinesProxy Voting GuidelinesProxy Voting GuidelinesProxy Voting Guidelines
Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31
Statement of Investments – 9/30Statement of Investments – 9/30Statement of Investments – 9/30Statement of Investments – 9/30Statement of Investments – 9/30
Boston Trust Walden Balanced Fund (WSBFX)Boston Trust Walden Equity Fund (WSEFX)Boston Trust Walden Midcap Fund (WAMFX)Boston Trust Walden SMID Cap Fund (WASMX)Boston Trust Walden International Equity Fund (WIEFX)
Summary ProspectusSummary Prospectus Summary Prospectus Summary Prospectus Summary Prospectus 
Full Prospectus
Full ProspectusFull ProspectusFull ProspectusFull Prospectus
Statement of Additional Information Statement of Additional Information Statement of Additional Information Statement of Additional Information Statement of Additional Information 
Semi-Annual ReportSemi-Annual ReportSemi-Annual ReportSemi-Annual ReportSemi-Annual Report
Annual Report Annual ReportAnnual ReportAnnual ReportAnnual Report
Fact SheetFact Sheet
Fact SheetFact SheetFact Sheet
HoldingsHoldingsHoldingsHoldingsHoldings
Proxy Voting RecordProxy Voting Record
Proxy Voting Record
Proxy Voting Record
Proxy Voting Record
Proxy Voting GuidelinesProxy Voting GuidelinesProxy Voting GuidelinesProxy Voting GuidelinesProxy Voting Guidelines
Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31Statement of Investments - 3/31
Statement of Investments – 9/30Statement of Investments – 9/30
Statement of Investments – 9/30Statement of Investments – 9/30Statement of Investments – 9/30

Fund Direct Portal

Mutual fund shareholders may access their Transfer Agent accounts held at Boston Trust Walden at the link below. For support, please contact [email protected].

Portal Login

Announcements

March 2023: Boston Trust Walden Small Cap Fund Closing to New Investors (Press Release)
October 2021: Boston Trust Walden Funds Elects New Independent Trustees (Press Release)
May 2021: WASMX ESG Guidelines to Include Fossil Fuel Screen (Shareholder Letter)
February 2021: WSBFX and WSEFX Funds Update (Press Release)
January 2021: Boston Trust Walden CIO To Retire (Press Release)
September 2020: BTBFX and BTEFX Funds Update (PDF)
August 2020: “Walden” Funds Name Changes (Press Release and FAQ)
August 2020: Small Cap Fund Merger (Prospectus Supplement and FAQ)

Tax and Distribution Information

Record Date: 12/11/2023

Ex Date & Reinvest Date: 12/12/2023

Pay Date: 12/13/2023

2023 income and capital gains rates can be found here. (PDF)

How to Invest

You may purchase shares of the Boston Trust Walden Funds directly by completing the appropriate application below. You may also purchase shares of Boston Trust Walden Funds through brokers that distribute the funds.

Please call 888-248-1954 with any questions.

About the Investment Adviser

Boston Trust Walden Inc. is a registered investment adviser with the Securities and Exchange Commission that provides investment advisory services to registered investment companies. It is a wholly-owned subsidiary of Boston Trust Walden Company.

Disclosures

Boston Trust Walden Funds Privacy Policy

The distributor of the Boston Trust Walden Funds is: Foreside Financial Services, LLC, member FINRA/SIPC – www.finra.org, www.SIPC.org. Dealer agreement inquiries: [email protected]. Not affiliated with Boston Trust Walden Company.

This site is for persons in the United States only. Funds are only offered for sale in the United States. The Boston Trust Walden Funds may not be available in all states.

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.