Boston Trust Asset Management Fund (BTBFX)

Overview

The fund is a diversified investment vehicle aiming to cater to investors looking to balance risk and reward through a mix of asset classes. By allocating at least 20% of its assets to both domestic and foreign equity securities as well as fixed-income securities, the fund provides a blended approach to investment that addresses a range of investor profiles and goals. Equity investments, including common stock, offer growth potential, while fixed-income securities such as U.S. government and agency securities, corporate bonds, and money market funds provide income and stability, with cash holdings offering liquidity and safety.

Products and Services

• Domestic and Foreign Equity Securities

  These investments include common stocks and are designed to provide fund growth through capital appreciation. By investing in a variety of markets, the fund aims to capture growth opportunities both in the U.S. and internationally, diversifying the portfolio and potentially reducing risk.

• Fixed-Income Securities

  The fund invests in fixed-income securities, such as U.S. government and agency securities, corporate bonds, and money market funds. These investments offer a steady income stream and are typically less volatile than stocks, providing stability to the fund's portfolio. Fixed-income securities are chosen for their potential to contribute to the fund's income generation while managing default risk, interest rate risk, and inflation risk.

• Money Market Instruments and Cash

  Allocations to money market instruments and cash enhance the fund's liquidity and provide a buffer against market volatility. Money market instruments are short-term debt securities that offer safety and income, while cash holdings are used for immediate fund needs, providing flexibility to take advantage of investment opportunities as they arise.