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.
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 1-888-248-1954 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.
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.