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<h1>Mutual Funds</h1>
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<p class="p1">Individual investors can access most of Boston Trust Walden’s investment strategies through mutual fund vehicles, known as the “Boston Trust Walden Funds.” The Funds share the following characteristics:</p>
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<p>Independently advised by Boston Trust Walden Inc.
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<p>Open-ended </p>
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<p>No 12b-1, load, CDSC, or performance fees</p>
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<p> Long-only </p>
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<p>No leverage, swaps, or derivatives</p>
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<h2>Our Funds</h2>
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<h6>BTBFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Asset Management Fund</span>
<p><strong>Style:</strong> US Balanced (Up to 80% equities)</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> No</p>
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<h6>WSBFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Walden Balanced Fund</span>
<p><strong>Style:</strong> US Balanced (Up to 75% equities)</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> Yes</p>
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<h6>BTEFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Equity Fund</span>
<p><strong>Style:</strong> US Large Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> No</p>
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<h6>WSEFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Walden Equity Fund</span>
<p><strong>Style:</strong> US Large Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> Yes</p>
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<h6>BTMFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Midcap Fund</span>
<p><strong>Style:</strong> US Mid Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> No</p>
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<a href="https://www.bostontrustwalden.com/strategies-funds/mutual-funds/boston-trust-walden-midcap-fund/" target="_self">
<h6>WAMFX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Walden Midcap Fund</span>
<p><strong>Style:</strong> US Mid Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> Yes</p>
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<a href="https://www.bostontrustwalden.com/strategies-funds/mutual-funds/boston-trust-smid-cap-fund/" target="_self">
<h6>BTSMX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust SMID Cap Fund</span>
<p><strong>Style:</strong> US SMID Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> No</p>
</a>
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<a href="https://www.bostontrustwalden.com/strategies-funds/mutual-funds/boston-trust-walden-smid-cap-fund/" target="_self">
<h6>WASMX</h6>
<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Walden SMID Cap Fund</span>
<p><strong>Style:</strong> US SMID Cap Equity</p>
<p><strong>Status:</strong> Open</p>
<p><strong>ESG* Screens:</strong> Yes</p>
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<p><strong>Style:</strong> US Small Cap Equity</p>
<p><strong>Status:</strong> Closed (soft)</p>
<p><strong>ESG* Screens:</strong> Yes</p>
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<span class="ym_fund_link"><i class="fas fa-arrow-right"></i> Boston Trust Walden International Equity Fund</span>
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<p><strong>ESG* Screens:</strong> Yes</p>
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<h4>Boston Trust Walden Small Cap Fund Closing to New Investors</h4>
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<h4>Three Boston Trust Walden funds crowd the top 5 in this list of “Best-Performing ESG Funds”</h4>
<p class="date">January 2023</p>
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<p><span style="font-size: 16px;">Boston Trust Walden Inc. is an investment adviser registered with the Securities & Exchange Commission (SEC) and a wholly owned operating subsidiary of Boston Trust Walden Company. Boston Trust Walden Inc. advises the Boston Trust Walden Funds.</span></p>
<p>The distributor of the Boston Trust Walden Funds is Foreside Financial Services, LLC, member FINRA/SIPC – <a href="http://www.finra.org" target="_blank" rel="noopener"><span class="s1">www.finra.org</span></a>, <a href="http://www.SIPC.org" target="_blank" rel="noopener"><span class="s1">www.SIPC.org</span></a>. Dealer agreement inquiries: <a href="/cdn-cgi/l/email-protection" class="__cf_email__" data-cfemail="88ecede9e4edfafbedfafee1ebedfbc8eee7faedfbe1eceda6ebe7e5">[email protected]</a>. Not affiliated with Boston Trust Walden Company.</p>
<p><b>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.</b></p>
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Whois info of domain
Domain Name: BTIM.COM
Registry Domain ID: 14832799_DOMAIN_COM-VRSN
Registrar WHOIS Server: whois.networksolutions.com
Registrar URL: http://networksolutions.com
Updated Date: 2024-10-09T07:55:39Z
Creation Date: 1999-12-08T11:53:56Z
Registry Expiry Date: 2025-12-08T11:53:56Z
Registrar: Network Solutions, LLC
Registrar IANA ID: 2
Registrar Abuse Contact Email: [email protected]
Registrar Abuse Contact Phone: +1.8777228662
Domain Status: clientTransferProhibited https://icann.org/epp#clientTransferProhibited
Name Server: NS27.WORLDNIC.COM
Name Server: NS28.WORLDNIC.COM
DNSSEC: unsigned
URL of the ICANN Whois Inaccuracy Complaint Form: https://www.icann.org/wicf/
>>> Last update of whois database: 2025-05-19T03:29:28Z <<<
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