Boston Trust Investment Management, Inc. (“BTIM”), established in 2001, is a registered investment adviser with the Securities and Exchange Commission.   BTIM provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies.  BTIM is a wholly owned subsidiary of Boston Trust & Investment Management Company, an employee owned, independent Massachusetts-chartered banking and trust company.  Boston Trust provides investment management and fiduciary services to institutions and individuals, including high net worth individuals and their families, as well as foundations, endowments, and the retirement plans of municipalities, corporations, and labor unions.  For those clients interested in socially responsible or sustainable investing, Walden Asset Management, a division of Boston Trust, integrates environmental, social and governance (ESG) research and engagement into the investment process. Walden uses proprietary portfolio screening, proxy voting, shareholder engagement and public policy advocacy to achieve its clients' ESG objectives.

Click on the links below to access the most current reports for the family of mutual funds advised by BTIM.

Fund Name	Summary Prospectus	Prospectus	Statement of Additional Information	Semi-Annual Report	Annual Report
Boston Trust Balanced Fund	Summary	Full	SAI	Semi	Annual
Boston Trust Equity Fund	Summary	Full	SAI	Semi	Annual
Boston Trust Midcap Fund	Summary	Full	SAI	Semi	Annual
Boston Trust Small Cap Fund	Summary	Full	SAI	Semi	Annual
Walden Social Balanced Fund	Summary	Full	SAI	Semi	Annual
Walden Social Equity Fund	Summary	Full	SAI	Semi	Annual
Walden Small Cap Innovations Fund	Summary	Full	SAI	Semi	Annual

Fund Name	Proxy Voting Records	Quarterly Fact Sheets	Monthly Holdings
Boston Trust Balanced Fund	Record	Sheet	Holdings
Boston Trust Equity Fund	Record	Sheet	Holdings
Boston Trust Midcap Fund	Record	Sheet	Holdings
Boston Trust Small Cap Fund	Record	Sheet	Holdings
Walden Social Balanced Fund	Record	Sheet	Holdings
Walden Social Equity Fund	Record	Sheet	Holdings
Walden Small Cap Innovations Fund	Record	Sheet	Holdings

Boston Trust Proxy Voting Guidelines

Walden Proxy Voting Guidelines

To view or print PDF documents on your computer, you must have a PDF reader program installed.  If you do not already have such a program, you can download a free copy at Adobe's website: