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Mutual Funds

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

Comprised of eleven funds, the Boston Trust Walden mutual funds provide accessibility to our proprietary investment strategies. The six “Walden” funds were created for impact-oriented investors with values-based environmental, social, and governance (ESG) criteria. Please see Boston Trust Walden Inc.’s Form ADV for a description of the Adviser.

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.

Distribution Information

Distribution dates and rates will be available in December 2019.

How to Invest

The Boston Trust Walden Funds are available on select trading platforms. Minimums, expense ratios, and availability vary by fund and platform. To have a fund added to a platform, please contact Katrina Pelsue at mutualfunds@bostontrustwalden.com.

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: dealerservices@foreside.com. 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.