Boston Trust Walden SMID Cap Fund (WASMX)

Overview

The fund predominantly concentrates on investing in a broad array of equity securities, specifically targeting large and middle capitalization companies located within developed countries. This strategic focus on equity securities, including ordinary shares or common stock, forms the core of its investment philosophy. The fund operates under a general principle of investing at least 80% of its assets into this diversified portfolio, ensuring a significant commitment to its primary investment targets. To refine its investment strategy and identify potentially lucrative opportunities, the fund's adviser meticulously assesses how environmental, social, and governance (ESG) factors — considered financially material — could influence a company’s financial performance in terms of revenue, expenses, assets, liabilities, and inherent risks. This ESG-focused evaluation underpins the fund's approach to selecting investments that not only promise financial returns but also align with broader societal and environmental values.

Products and Services

• Diversified Portfolio of Equity Securities

  This product encompasses a wide-ranging selection of equity securities from large and middle capitalization companies situated in developed countries. The fund’s commitment to investing a minimum of 80% of its assets into this diversified portfolio showcases its strategic emphasis on these equity investments, designed to offer investors exposure to the potential growth and stability of established companies across developed markets.

• ESG Analysis

  Integral to the fund's investment decision-making process is the analysis of environmental, social, and governance (ESG) factors. The adviser evaluates how these factors might materially impact the financial outcomes of potential investments, considering implications for revenues, expenses, asset values, liabilities, and overall risk. This ESG-focused analysis enables the fund to pursue investments in companies that are not only financially sound but also resilient in addressing sustainable and ethical challenges.