Nasdaq

BOSOX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. "Assets" means net assets, plus the amount of borrowing for investment purposes.

BTEFX

BTMFX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.

BTSMX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

WAMFX

The fund invests at least 80% of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

WASMX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of equity securities of large and middle capitalization companies located in developed countries. Equity securities, including ordinary shares, are also known as common stock. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

WIEFX

The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25% of the fund's assets invested in each of the following categories: (i) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and (ii) domestic and foreign equity securities, such as common stock.

WSBFX

The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	—	1.00%	-2.23%	9.49%	4.51%	4
BTEFX	Boston Trust Equity Fund	Large Cap Blend Equities	Oct 1, 2003	0.85%	-3.64%	11.42%	7.60%	21
BTMFX	Boston Trust Midcap Fund	Mid Cap Blend Equities	—	1.00%	-2.05%	9.83%	11.09%	9
BTSMX	Boston Trust SMID Cap Fund	Mid Cap Blend Equities	Nov 30, 2011	0.75%	-2.20%	10.11%	2.10%	6
WAMFX	Boston Trust Walden Midcap Fund	Mid Cap Blend Equities	Aug 1, 2011	0.99%	-2.54%	9.88%	7.42%	8
WASMX	Boston Trust Walden SMID Cap Fund	Mid Cap Blend Equities	Jun 28, 2012	1.00%	-4.60%	9.40%	1.73%	4
WIEFX	Boston Trust Walden International Equity Fund	Foreign Large Cap Equities	Jun 9, 2015	0.94%	-0.25%	6.97%	0.00%	17
WSBFX	Boston Trust Walden Balanced Fund	Diversified Portfolio	Jun 17, 1999	1.00%	-1.97%	7.91%	8.13%	47
WSEFX	Boston Trust Walden Equity Fund	Large Cap Blend Equities	Jun 18, 1999	1.00%	-3.58%	11.22%	11.98%	40

Boston Trust Walden Mutual Funds List

Risk vs. Return Scatterplot