Boston Trust Investment Management, Inc  
Boston Trust Investment Management, Inc
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About the Adviser

Boston Trust Investment Management, Inc. ("BTIM, Inc."), established in 2001, is a registered investment adviser with the Securities and Exchange Commission. BTIM, Inc. provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies. BTIM, Inc. is a wholly-owned subsidiary of Boston Trust & Investment Management Company, an employee-owned, independent, Massachusetts chartered trust company. Boston Trust provides investment management and fiduciary services to institutions, including public and corporate retirement plans, foundations, and endowments, as well as to high net worth individuals and families.

For those clients interested in socially responsible or sustainable investing, Walden Asset Management, a division within Boston Trust, integrates environmental, social and governance (ESG) research and engagement into the investment process. Walden uses portfolio screening, proxy voting, shareholder engagement, and public policy advocacy to achieve its clients' ESG objectives.

The Boston Trust & Walden Funds - Current Reports

 Fund Name

Ticker

Summary
Prospectus

Prospectus

Statement of
Additional
Information

XBRL
(Zip File)*

Semi-
Annual
Report

Annual
Report

Proxy
Voting
Records

Quarterly
Fact
Sheets
Monthly
Holdings
 Boston Trust Balanced Fund BTBFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust Equity Fund BTEFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust Midcap Fund BTMFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Boston Trust SMID Cap Fund** BTSMX Summary Full SAI XBRL Semi Annual N/A Sheet Holdings
 Boston Trust Small Cap Fund BOSOX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Balanced Fund WSBFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Equity Fund WSEFX

Summary

Full

SAI

XBRL

Semi

Annual

Record

Sheet

Holdings

 Walden Midcap Fund** WAMFX Summary Full SAI

XBRL

Semi Annual N/A Sheet

Holdings

 Walden Small Cap Innovations Fund WASOX

Summary

Full

SAI

 XBRL

Semi

Annual

Record

Sheet

Holdings

The 2011 Semi-Annual Report is available here.

2011 Capital Gains Distribution information is available  here.

*XBRL data files are readable through an XBRL viewer only. To access a viewer, please visit the SEC's website at https://datapreview.sec.gov/previewer/.

**Some of the reports for these funds are not yet available. The Boston Trust SMID Cap Fund was launched on November 30, 2011 and the Walden Midcap Fund was launched on August 1, 2011.

Proxy Voting Guidelines

Boston Trust Proxy Voting Guidelines

Walden Proxy Voting Guidelines 

 

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Please carefully read the prospectus or summary prospectus and consider the investment objectives, risk, charges, and expenses of the funds before investing. Call 1-800-282-8782 ext. 7050 to obtain a prospectus, which contains this and other important information about the funds.

Funds Distributed by: Foreside Distribution Services, L.P., Three Canal Plaza, Suite 100, Portland, Maine 04101. Not affiliated with Boston Trust & Investment Management Company.

The contents of the Boston Trust Investment Management, Inc. website are protected by applicable copyright laws. The contents of this website may not be reproduced, distributed, modified, or transmitted, in whole or in portion, by any means, without written permission from Boston Trust Investment Management, Inc.

© Copyright 2011 Boston Trust Investment Management, Inc