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 Management Changes
Small Cap Fund Merger
Effective April 3, 2020, the Walden Small Cap Fund (WASOX) merged into the Boston Trust Walden Small Cap Fund (BOSOX). Prospectus Supplement is linked here. Please see links below for additional information about the merger as well as select documents for WASOX.
Tax and Distribution Information
Record Date 12/14/2020, Ex Date 12/15/2020, and Payable Date 12/16/2020.
Please click here to view the Boston Trust Walden Funds 2020 Short Term and Long Term Capital Gains.
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 [email protected].
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.