Boston Trust Walden Small Cap Fund Closing to New Investors

Rhea-AI Summary

On March 1, 2023, Boston Trust Walden Small Cap Fund (BOSOX) announced that it will be closed to new investors effective May 1, 2023. This decision means that only existing shareholders and qualified defined contribution retirement plans can purchase shares of the Fund after this date. Although sales of Fund shares may reopen in the future, potential investors must refer to the Fund's prospectus for detailed information regarding investment objectives and risks. Mutual fund investing carries risks, including the potential loss of principal.

BOSTON, March 1, 2023 /PRNewswire/ -- Effective May 1, 2023, Boston Trust Walden Small Cap Fund (ticker: BOSOX) is closed to new investors. Shares of the Fund may be purchased thereafter only by existing Fund shareholders and qualified defined contribution retirement plans. Sales of Fund shares may be re-opened in the future.

Please reference Boston Trust Walden Small Cap Fund prospectus for more information or contact mutualfunds@bostontrustwalden.com.

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.

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.

Mutual fund investing involves risk, including loss of principal.

Funds distributed by Foreside Financial Services, LLC, member FINRA/SIPC.

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SOURCE Boston Trust Walden

FAQ

Why is Boston Trust Walden Small Cap Fund closing to new investors on May 1, 2023?

Boston Trust Walden Small Cap Fund is closing to new investors to manage its investment strategy and resources, allowing only existing shareholders and qualified defined contribution plans to purchase shares.

What is the ticker symbol for Boston Trust Walden Small Cap Fund?

The ticker symbol for Boston Trust Walden Small Cap Fund is BOSOX.

Can new investors purchase shares of Boston Trust Walden Small Cap Fund after May 1, 2023?

No, new investors will not be able to purchase shares after May 1, 2023; only existing shareholders and qualified defined contribution plans may buy shares.

Where can I find more information about Boston Trust Walden Small Cap Fund?

More information about Boston Trust Walden Small Cap Fund can be found in its prospectus or by contacting mutual funds at mutualfunds@bostontrustwalden.com.