Boston Trust and Walden Equity Funds Receive Top Mutual Fund Ranking in U.S. News & World Report (Revised Release)
BOSTON, March 29 /PRNewswire/ -- U.S. News & World Report ranked the Boston Trust Equity Fund (BTEFX) and the Walden Social Equity Fund (WSEFX) as two of the top 20 Best Large Cap Growth Mutual Funds. The rankings were published March 23, 2010. Both funds received a U.S. News Mutual Fund Score of 8.6 on a scale of 1 to 10, with 10 being the highest. The scores were calculated using an equal weighting of the overall fund ratings provided by Morningstar, Lipper, Zacks, TheStreet.com, and Standard & Poor's. The Large Cap Growth categorization is the Morningstar categorization of the funds.
In addition, Domenic Colasacco, President and CEO of Boston Trust & Investment Management Company and manager of the Boston Trust Equity Fund, was interviewed for a companion U.S. News article entitled "10 Great Mutual Funds You've Never Heard of" by Rob Silverblatt. The article highlighted ten small funds that received a U.S. News Mutual Fund Score of at least 8 out of 10. To view the article please go to: http://www.usnews.com/money/personal-finance/investing/articles/ 2010/03/23/10-great-mutual-funds-youve-never-heard-of.html?PageNr=3.
Boston Trust Investment Management, Inc. serves as adviser to the Boston Trust Equity Fund and the Walden Social Equity Fund. Both funds utilize the same disciplined investment approach to seek long-term growth. Walden funds also integrate environmental, social and governance (ESG) analysis into the investment process. Domenic Colasacco has managed the Boston Trust Equity Fund since the fund's inception (12/1/1995), and Robert Lincoln has managed the Walden Social Equity Fund since the fund's inception (6/20/1999).
While both funds require a minimum investment of $100,000, the minimum is waived for investors who purchase the funds through institutional platforms, such as Fidelity and Schwab.
Boston Trust Investment Management, Inc. ("BTIM, Inc."), established in 2001, is a Registered Investment Adviser. BTIM provides investment advisory services relating primarily to the purchase and sale of securities to registered investment companies. BTIM is a wholly owned subsidiary of Boston Trust & Investment Management Company, an employee owned, Massachusetts-chartered banking and trust company. Boston Trust provides investment management and fiduciary services to institutions, foundations and endowments, retirement plans and high net worth individuals. For those interested in sustainable investing, Walden Asset Management, a division of Boston Trust, integrates environmental, social and governance (ESG) analysis and advocacy into investment decisions.
An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800-282-8782 xt. 7050. Please read the prospectus carefully before investing.
Mutual funds are subject to market risk, including potential loss of principal.
Distributed by Foreside Distribution Services, L.P.
SOURCE Boston Trust Investment Management, Inc.
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