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:
Independently advised by Boston Trust Walden Inc.
Open-ended
No 12b-1, load, CDSC, or performance fees
Long-only
No leverage, swaps, or derivatives
Our Funds
* ESG = environmental, social, and governance considerations
Forms & Applications
Tax and Distribution Information
- Record Date: 12/11/2024
- Ex Date & Reinvest Date: 12/12/2024
- Pay Date: 12/13/2024
- 2024 Income and Capital Gain Distribution Factors are available here
How to Invest
You may purchase shares of the Boston Trust Walden Funds directly by completing the appropriate application above. 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.
Online Access for Mutual Fund Direct Investors
This portal is for investors with a Fund Direct account through the Fund transfer agent, FIS. You can find your account number on the statement that was mailed to you.
Not a registered user? You can register on the Login page.
Log InDisclosures
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.
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.
Mutual fund investing involves risk, including loss of principal. 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.