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Boston Trust Investment Management, Inc
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Shareholder Proxy Statement

Please click here to review the current Boston Trust & Walden Funds proxy statement. Shareholders of record on March 25, 2013 are eligible to vote on matters concerning Fundamental Investment Policies as well Trustees; please click here to view the proxy card. Please contact us at 1-800-282-8782 ext. 7050 with any questions. We appreciate your vote. 

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About the Adviser

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 trust company. Boston Trust provides investment management and fiduciary services to institutions, including public and corporate retirement plans, foundations, and endowments, as well as to high net worth individuals and families.

For those clients interested in socially responsible or sustainable investing, Walden Asset Management, a division within Boston Trust, integrates environmental, social and governance (ESG) research and engagement into the investment process. Walden uses portfolio screening, proxy voting, shareholder engagement, and public policy advocacy to achieve its clients' ESG objectives.

The Boston Trust & Walden Funds - Current Reports

 Fund Name

Ticker

Summary
Prospectus

Prospectus

Statement of
Additional
Information

XBRL
(Zip File)1, 2

Semi-
Annual
Report

Annual
Report

Proxy
Voting
Records

Quarterly
Fact
Sheets
Monthly
Holdings
 Boston Trust Asset Management Fund* BTBFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust Equity Fund BTEFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust Midcap Fund BTMFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust SMID Cap Fund BTSMX Summary Full SAI XBRL Semi Annual

Record

Sheet Holdings
 Boston Trust Small Cap Fund** BOSOX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Asset Management Fund* WSBFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Equity Fund WSEFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Midcap Fund WAMFX Summary Full SAI

XBRL

Semi Annual

Record

Sheet

Holdings

 Walden SMID Cap Innovations Fund WASMX Summary Full SAI

XBRL

Semi Annual

Record

Sheet Holdings
 Walden Small Cap Innovations Fund** WASOX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 

Due to the unusual volume of special dividends paid by many of the companies held by The Boston Trust & Walden Funds, all Funds paid an additional income distribution for 2012. The rate for the dividend can be viewed here.

The Funds' year-end income and capital gains distribution declarations for 2012 can be viewed here.

*Prior to October 1, 2012 the Boston Trust Asset Management Fund and the Walden Asset Management Fund were formerly named the Boston Trust Balanced Fund and the Walden Balanced Fund, respectively. The prospectus sticker filed on August 1, 2012 can be viewed here. The XBRL file for the sticker can be viewed here.

**The Boston Trust Small Cap Fund and the Walden Small Cap Innovations Fund are closed to new investors.

1XBRL data files are readable through an XBRL viewer only. To access a viewer, please visit the SEC's website at https://datapreview.sec.gov/previewer/.

2To view the XBRL file of the prospectus supplement dated March 1, 2013 please click here

 

Proxy Voting Guidelines

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:

Download Adobe Acrobat Reader Software

Please carefully read the prospectus or summary prospectus and consider the investment objectives, risk, charges, and expenses of the funds before investing. Call 1-800-282-8782 ext. 7050 to obtain a prospectus, which contains this and other important information about the funds.

 

Funds Distributed by:

BHIL Distributors, Inc. Member FINRA.

Dealer Agreement Inquiries: dealeragreements@b-hill.com

Not affiliated with Boston Trust & Investment Management Company.

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