BOSTON, Aug. 31, 2020 /PRNewswire/ -- Boston Trust Walden is pleased to announce the name change of five funds effective September 30, 2020. This change is consistent with the investment adviser's name change in 2019. The "Walden" funds, as they were commonly known, will become the "Boston Trust Walden" funds. The mandate of the funds will not change.
The 2019 name change of the investment adviser and fund family unified two brands: Boston Trust & Investment Management and Walden Asset Management. The merged brands reflect the firm's reputation as an investment manager with an integrated, principled investment approach and broad client base. The name changes are below.
Fund Name Prior to 9/30/20
New Name Effective 9/30/20
Walden Balanced Fund
Boston Trust Walden Balanced Fund
Walden Equity Fund
Boston Trust Walden Equity Fund
Walden Midcap Fund
Boston Trust Walden Midcap Fund
Walden SMID Cap Fund
Boston Trust Walden SMID Cap Fund
Walden International Equity Fund
Boston Trust Walden International Equity Fund
"We are pleased to complete this stage in the gradual evolution of our brand identity," said Lucia Santini, President of the Boston Trust Walden Funds. "We work with many clients who seek social and environmental impact alongside financial return. Our new corporate name highlights our leadership position in the impact investing industry and we remain committed to advancing our clients' social and environmental objectives."
Boston Trust Walden Inc. is an investment adviser registered with the Securities & Exchange Commission (SEC) and a wholly owned subsidiary of Boston Trust Walden Company. Boston Trust Walden Inc. advises the Boston Trust Walden Funds. A copy of the prospectus is available at https://www.bostontrustwalden.com/investment-services/mutual-funds/
The above is not an offer to buy or sell and investors should read and consider carefully the prospectus before making investing decisions. Investments in the funds are not obligations of Boston Trust Walden Company, are subject to investment risk including the loss of principal, and are not FDIC insured.
Please read the statutory prospectus or summary prospectus carefully before investing. 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 management company can be found in the Fund's prospectus or summary prospectus. To obtain a statutory prospectus or summary prospectus, please call 1-800-282-8782.