BAOAOX

About BAOAOX

The Boston Trust Walden Small Cap Fund is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in stocks of small-capitalization U.S. companies. Its investment approach emphasizes risk management, sector diversification, and thorough fundamental research, with the portfolio spanning a variety of industries such as healthcare, industrials, technology, and consumer discretionary. Typically, at least 80% of its assets are allocated to small-cap equities, targeting firms at the lower end of the U.S. equity market's capitalization range. The fund is managed by Boston Trust Walden Inc., an independent, employee-owned firm known for integrating environmental, social, and governance (ESG) considerations into its investment process. This ESG focus is reflected through active ownership practices and direct engagement with company management teams on salient risks and opportunities. The fund’s strategy aims to provide investors with access to the growth potential of smaller companies, while its disciplined process has historically offered resilience during market downturns compared to its benchmark indices and category peers.