Funds Offered by  

11 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
BOSOXBoston Trust Walden Small Cap FundMutual fund12/16/2005US Equity Broad marketSmall capActively managed1.00 1.00%Analyze
BTBFXBoston Trust Asset Management FundMutual fund12/01/1995Asset AllocationUSModerateActively managed1.00 0.92%Analyze
BTEFXBoston Trust Equity FundMutual fund10/01/2003US Equity Broad marketLarge capActively managed1.00 0.93%Analyze
BTMFXBoston Trust Midcap FundMutual fund09/24/2007US EquityBroad marketMid capActively managed1.00 1.00%Analyze
BTSMXBoston Trust SMID Cap FundMutual fund11/30/2011US EquityBroad marketMid capActively managed1.00 0.00%Analyze
WAMFXBoston Trust Walden Midcap FundMutual fund08/01/2011US EquityBroad marketMid capActively managed1.00 1.00%Analyze
WASMXBoston Trust Walden SMID Cap FundMutual fund06/28/2012US EquityBroad marketMid capActively managed1.00 1.00%Analyze
WASOXWalden Small Cap FundMutual fund10/24/2008US Equity Broad marketSmall capActively managed1.00 1.00%Analyze
WIEFXBoston Trust Walden International Equity FundMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
WSBFXBoston Trust Walden Balanced FundMutual fund06/18/1999Asset AllocationUSModerateActively managed1.00 1.00%Analyze
WSEFXBoston Trust Walden Equity FundMutual fund06/18/1999US Equity Broad marketLarge capActively managed1.00 1.00%Analyze
TOTAL11

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