Boston Trust Walden Midcap Fund (WAMFX)

Overview

This fund focuses on investing in a diversified portfolio of mid-cap companies in the United States, adhering to a strategy that emphasizes the importance of environmental, social, and governance (ESG) factors in its investment decisions. The fund's approach is to allocate at least 80% of its assets towards equity securities within the mid-cap range, defined by the market capitalizations that fall within the scope of the Russell Midcap® Index at the time of purchase. By prioritizing companies that demonstrate responsible ESG practices, the fund aims to identify those that may possess a competitive edge or are better positioned to manage risks and opportunities arising from ESG-related factors, which could, in turn, impact their financial performance.

Products and Services

• Diversified Portfolio of Domestic Equity Securities

  The fund commits a significant portion of its investments to a wide range of domestic equity securities. By maintaining a diversified portfolio, it seeks to mitigate risks and capitalize on the growth potential within the mid-cap segment of the market. This diversification is designed to provide investors with a balanced exposure to various sectors and industries, potentially leading to more stable returns over time.

• Mid Cap Company Investments

  In targeting mid-cap companies, the fund focuses on those businesses with market capitalizations that align with the Russell Midcap® Index at the time of purchase. Mid-cap companies are often considered to offer a balance between the growth potential of small-cap companies and the stability of large-cap companies, making them an attractive option for investors seeking growth with moderate risk.

• ESG Factor Evaluation

  The advisers of the fund take into consideration how environmental, social, and governance factors could influence a company's financial outlook. This includes assessing the potential impacts of ESG factors on a company's revenue, expenses, assets, liabilities, and overall risk profile. By integrating ESG considerations into their analysis, the fund aims to invest in companies that are not only financially sound but also responsibly managed and prepared for future challenges and opportunities related to ESG issues.