Boston Trust Walden SMID Cap Fund WASMX Strategy

| Medalist Rating as of | See Boston Trust Walden Investment Hub

Strategy

The investment seeks long-term capital growth through an actively managed portfolio of stocks of small and middle capitalization companies. The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates how financially material environmental, social, and governance (ESG) risks and opportunities may affect a company's revenues, expenses, assets, liabilities, and overall risk.

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Morningstar Rating for Funds
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Medalist Rating
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WASMX
Boston Trust Walden SMID Cap FundInstitutionalOpen $288.99M1.000%High$100,000−$71.20M

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