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1 Mutual Funds - Boston Trust Walden
https://www.bostontrustwalden.com/investment-services/mutual-funds/
The Fund seeks long-term capital growth and income through an actively managed portfolio of equity and fixed income securities. The Fund's investment process ...
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2 Boston Trust Walden Balanced Fund | Fidelity Investments
https://fundresearch.fidelity.com/mutual-funds/summary/101156701
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. Strategy. The fund ...
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3 Boston Trust Walden Balanced (WSBFX) - US News Money
https://money.usnews.com/funds/mutual-funds/allocation-70-to-85-equity/boston-trust-walden-balanced/wsbfx
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments.
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4 WSBFX Quote - Boston Trust Walden Balanced Fund
https://www.bloomberg.com/quote/WSBFX:US
WSBFX:USNASDAQ GM. Boston Trust Walden Balanced Fund ; 3 Year Return5.28% ; 5 Year Return7.28% ; Nav (On 11/18/2022)22.05 ; Inception Date06/18/1999 ; Fund TypeOpen- ...
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5 Boston Trust Walden Balanced Fund, WSBFX summary - FT.com
https://markets.ft.com/data/funds/tearsheet/summary?s=WSBFX
Boston Trust Walden Balanced Fund ; US stock, 64.28% ; US bond, 33.33% ; Cash, 1.35% ; Non-US stock, 0.83% ; Non-US bond, 0.21%.
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6 WSBFX - Boston Trust Walden Balanced Fund - MarketWatch
https://www.marketwatch.com/investing/fund/wsbfx
The Fund seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. Fees & Expenses ...
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7 WSBFX - Boston Trust Walden Balanced Fund - Yahoo Finance
https://finance.yahoo.com/quote/WSBFX/
WSBFX - Boston Trust Walden Balanced Fund · Overall Portfolio Composition (%) · Sector Weightings (%) · Equity Holdings · Bond Holdings · Bond Ratings · Top 10 ...
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8 Boston Trust Walden Balanced Fund | Investment Profile
https://fossilfreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/investment-profile/FSUSA0048E/FOUSA00JP6
Boston Trust Walden Balanced Fund WSBFX has $7.82 MILLION invested in fossil fuels, 4.75% of the fund.
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9 Boston Trust Walden Funds - MutualFunds.com
https://mutualfunds.com/fund-company/boston-trust-walden-funds/
Boston Trust Walden Funds ; Fund. Matthews Emerging Markets Equity Fund. $11.25. +0.36% ; SPAK | ETF. Defiance Next Gen SPAC Derived ETF. $13.07. +0.38% ; HERO | ...
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10 Boston Trust Walden Balanced Fund (WSBFX) - Nasdaq
https://www.nasdaq.com/market-activity/funds-and-etfs/wsbfx
Boston Trust Walden Balanced Fund (WSBFX) · +0.15 · Bid: · Volume: · DATA AS OF Nov 07, 2022.
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11 WSBFX: Boston Trust Walden Balanced Fund - Class Info
https://www.zacks.com/funds/mutual-fund/quote/WSBFX/class-info
The fund was incepted in June 1999 and is managed by Boston Trust Investment Management, Inc. The fund seeks long-term capital growth and income through an ...
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12 Boston Trust Walden Balanced Fund WSBFX:NASDAQ - CNBC
https://www.cnbc.com/quotes/WSBFX
Get Boston Trust Walden Balanced Fund (WSBFX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC.
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13 WSBFX | Boston Trust Walden Balanced Fund Historical Prices
https://www.wsj.com/market-data/quotes/mutualfund/WSBFX/historical-prices
Boston Trust Walden Balanced Fund | historical charts and prices, financials, and today's real-time WSBFX stock price.
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14 Boston Trust Walden Balanced | Fund Fact Sheet - Citywire
http://citywire.com/pro-buyer/fund/boston-trust-walden-balanced/c33373?periodMonths=36
Boston Trust Walden Balanced ... The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market ...
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15 Boston Trust Walden Balanced | Fund Fact Sheet
https://citywireselector.com/fund/boston-trust-walden-balanced/c33373
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments.
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16 Boston Trust Walden Balanced Fund Company Profile
https://www.investing.com/funds/walden-asset-management-company-profile
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will ...
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17 Boston Trust Walden Balanced Fund
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/reports/reportRetrieve.asp?symbol=WSBFX&reportType=mfrc&FundName=Boston%20Trust%20Walden%20Balanced%20Fund
Boston Trust Walden Balanced Fund (06/99). WSBFX. 1.00. -12.87. 4.84. 6.70. 8.26. 5.60. American Funds The Income Fund of America® Class. F-1 (03/01).
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18 Boston Trust Walden Balanced Fund - Finance - Google
https://www.google.com/finance/quote/WSBFX:MUTF?hl=en
Get the latest Boston Trust Walden Balanced Fund (WSBFX) real-time quote, historical performance, charts, and other financial information to help you make ...
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19 sub-transfer agency agreement - SEC.gov
https://www.sec.gov/Archives/edgar/data/882748/000110465920105524/a20-30081_1ex99dh14.htm
Walden Balanced Fund. Boston Trust Walden Balanced Fund ; Walden International Equity Fund. Boston Trust Walden International Equity Fund ; Walden Mid Cap Fund.
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20 Boston Trust Walden Funds | Gender Equality Funds
https://genderequalityfunds.org/families?q=Boston%20Trust%20Walden%20Funds
Boston Trust Walden Small Cap Fund. BOSOX · 33 / 100 points ; Boston Trust Asset Management Fund. BTBFX · 51 / 100 points ; Boston Trust SMID Cap Fund. BTSMX · 39 / ...
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21 Boston Trust Walden Funds - SEC Report
https://sec.report/CIK/0000882748
Boston Trust Walden Funds is incorporated in the state of Massachusetts. For financial reporting, their fiscal year ends on December 31st.
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22 Boston Trust Walden Balanced (WSBFX) - YCharts
https://ycharts.com/mutual_funds/M:WSBFX
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will ...
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23 Boston Trust Walden Balanced Fund | Tobacco Free Funds
https://tobaccofreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/tobacco-profile/FSUSA0048E/FOUSA00JP6
Boston Trust Walden Balanced Fund. TickerWSBFX Member of USSIF socially responsible. Fund manager. Boston Trust Walden Funds. Tobacco engagement grade: This ...
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24 Boston Trust Walden Balanced Fund | Prison industrial ...
https://prisonfreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/prison-industrial-complex-investments/FSUSA0048E/FOUSA00JP6
Boston Trust Walden Balanced Fund $WSBFX has $25.91 MILLION invested in 9 companies involved in the prison industrial complex, amounting to 16% of fund ...
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25 Boston Trust Walden Balanced Retirement Fund II
https://markets.businessinsider.com/funds/boston-trust-walden-balanced-retirement-fund-ii-us10115t2069
Seeks long-term capital growth and income through a broadly diversified, actively managed blend of stocks, bonds and money market ...
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26 Boston Trust Walden Balanced Fund | Weapon investments
https://weaponfreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/weapon-investments/FSUSA0048E/FOUSA00JP6?screen=mil
Boston Trust Walden Balanced Fund $WSBFX has no military weapon stock holdings! ... As You Sow's Invest Your Values report card grades mutual funds on ...
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27 Washington State Investment Board Walden Socially ...
https://docs.retirementpartner.com/fundov//WASH_SOC_RESP_BAL_FD_DCP-JRA.PDF
The Walden SRI (Socially Responsible Investment) Balanced Fund. (“the Fund”) is an ... securities for investment, Boston Trust Walden favors companies.
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28 Boston Trust Walden Balanced Fund No Load (WSBFX) Stock ...
https://seekingalpha.com/symbol/WSBFX
Boston Trust Walden Funds - Boston Trust Walden Balanced Fund is an open ended balanced mutual fund launched by Boston Trust Walden Company.
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29 Mutual Fund Info - Whale Wisdom
https://whalewisdom.com/dashboard2/mutual_fund/mutual_fund_view/coventry-group
Walden Asset Management Fund · Boston Trust SMID Cap Fund · Boston Trust Midcap Fund · Walden Balanced Fund · Boston Trust Small Cap Fund · Walden Equity Fund ...
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30 Boston Trust Walden Balanced Fund - Deforestation Free Funds
https://deforestationfreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/profile/FSUSA0048E/FOUSA00JP6
Engagement grade: This fund family frequently engages the companies it invests in to push for better behavior. Learn more about engagement and socially ...
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31 Boston Trust Walden Balanced Fund | Gun investments
https://gunfreefunds.org/fund/boston-trust-walden-balanced-fund/WSBFX/gun-investments/FSUSA0048E/FOUSA00JP6
Boston Trust Walden Balanced Fund $WSBFX has no gun manufacturer or major gun retailer stock holdings! Tweet. Invest Your Values. Sustainability report card.
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32 List of Funds By Sponsor - Stock Market MBA
https://stockmarketmba.com/listoffundsforasponsor.php?s=587
› listoffundsforasponsor
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33 Boston Trust Walden Balanced Fund WSBFX - Charles Schwab
https://www.schwab.com/research/mutual-funds/quotes/portfolio/wsbfx
Boston Trust Walden Balanced Fund WSBFX ; NAV, Change, Net Expense Ratio, YTD Return. YTD Return is adjusted for possible sales charges, and assumes reinvestment ...
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34 Walden-Balanced-Fund Summary - Quicken® Investing Center
https://www.quicken.com/investing/mutual-funds/WSBFX/Walden-Balanced-Fund
Boston Trust Walden Balanced Fund – WSBFX Fund Overview · Overview - WSBFX · Trailing Total Returns - WSBFX · Sector Allocation - WSBFX · Asset Allocation - WSBFX.
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35 Boston Trust Walden Announces Mutual Fund Name Changes
https://www.prnewswire.com/news-releases/boston-trust-walden-announces-mutual-fund-name-changes-301120495.html
The 2019 name change of the investment adviser and fund family unified two brands: Boston Trust & Investment Management and Walden Asset ...
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36 TD Ameritrade
https://research.tdameritrade.com/grid/public/symbollookup/symbollookup.asp?text=$BUSODA&args.useLink=&error=symbolFailure&type=wide
› public › symbollookup
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37 Boston Trust Walden Balanced WSBFX - T. Rowe Price
https://www.troweprice.com/document-distribution/rps/public/edms/client-communications/morningstar-fact-sheets/WSBFX.pdf
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and.
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38 Amundi US
https://www.amundi.com/usinvestors
Seeking Yield and Potential Returns with Flexible Multi-Asset Investing ... Historically, a balanced portfolio consisting of a 60 percent allocation to stocks and ...
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39 Eaton Vance: Home
https://funds.eatonvance.com/
Home to our fund investment strategies, solutions and investment insights for all investor types, both individuals and financial professionals.
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40 BlackRock: Investment Management & Financial Services
https://www.blackrock.com/us/individual
From income to growth to diversification, multi-asset strategies can help you ... Fund managers will balance asset classes to achieve particular investment ...
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41 Washington State Investment Board ... - Voya Financial Login
https://savewithwa.voya.com/static/epweb/pdf/ffs/QH74.PDF
The Walden SRI (Socially Responsible Investment) Balanced Fund ... securities for investment, Boston Trust Walden favors companies.
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42 Boston Trust Equity Fund - Ticker
https://tickerfunds.com/uploads/prospectus/1640439381Boston%20Trust%20Equity%20FundQ3.pdf
Boston Trust Equity Fund. Quarterly Fact Sheet ... The Fund's investment process focuses on security selection and portfolio construction.
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43 Boston Trust Walden Funds - proxyonline
https://vote.proxyonline.com/btw/docs/proxy2022.pdf
Balanced Fund, Boston Trust Walden Equity Fund, Boston Trust Walden ... Walden Small Cap Fund, and Boston Trust Walden International Equity ...
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44 BOSTON TRUST WALDEN INC. - Form ADV — RADiENT
https://radientanalytics.com/firmdetails/8653/
11 Funds. $1.729B · 18 Oct 2022 · +0.33 (0.98%).
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45 Boston Balanced Funds - Mutual Fund Center
http://www.mutualfundcenter.com/mutual-funds/boston-balanced-funds.htm
Boston Balanced Funds, BOSTON TRUST BALANCED FUND, 742935810, BTBFX, Mutual Fund, Asset Allocation, $ 100000, $ 500, $ 100000, 1, 0, None, Yes, Yes, N, Y ...
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46 Tides Investing for Impact Q2 2022
https://www.tides.org/wp-content/uploads/2022/08/Tides_Investing-for-Impact_Q2-2022.pdf
Boston Trust Walden has administered the Tides Balanced Fund for over three decades as a blend of public equities and investment- grade fixed income.
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47 BOSTON TRUST WALDEN FUNDS Form 485BPOS Filed ...
http://pdf.secdatabase.com/573/0001104659-21-088793.pdf
Boston Trust Equity Fund. 6. Boston Trust Midcap Fund. 8. Boston Trust SMID Cap Fund. 10. Boston Trust Walden Balanced Fund (formerly, ...
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48 Trillium Asset Management: Socially Responsible Investing
https://www.trilliuminvest.com/
ESG, australian ethical investments, ethical investing, esg investing, impact investing, conscious investment, australian ethical managed funds, ...
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49 List of Fund Families - Oldham Resource Group
https://www.oldhamresourcegroup.com/List-of-Fund-Families.13.htm
Fund Family Name; 1st Investors Funds; 1st Source Monogram; 361 Capital; 59 Wall Street ... Bogle Funds; Boston Common; BPV Funds; Brandes Investment Trust ...
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50 Hennessy Funds
https://www.hennessyfunds.com/
Hennessy Funds offers high-conviction investment strategies that can play a role in nearly every investor's portfolio.
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51 Form N-CSRS BOSTON TRUST WALDEN FUND For: Jun 30
https://www.streetinsider.com/SEC+Filings/Form+N-CSRS+BOSTON+TRUST+WALDEN+FUND+For%3A+Jun+30/18911676.html
The above charts represent a 10-year hypothetical $100,000 investment in the Boston Trust Asset Management Fund and the Boston Trust Equity Fund ...
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52 Boston Resiliency Fund
https://www.boston.gov/departments/treasury/boston-resiliency-fund
Grantmaking may resume in the future in order to equitably allocate any remaining balance. The Fund is hosted by the Boston Charitable Trust ...
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53 A Brief History of the Mutual Fund - Investopedia
https://www.investopedia.com/articles/mutualfund/05/mfhistory.asp
The year 1929 saw the launch of the Wellington Fund, which was the first balanced fund, including both stocks and bonds. The Vanguard Wellington Fund (VWELX) is ...
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54 Putnam Investments – ETFs, Mutual Funds, Institutional, and 529
https://www.putnam.com/
Putnam offers actively-managed ETFs, mutual funds and Institutional strategies in global equities, fixed income, multi-asset, and alternatives.
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55 Washington State Investment Board looking for global SRI fund
https://www.pionline.com/searches-and-hires/washington-state-investment-board-looking-global-sri-fund
... Walden Socially Responsible Investment Balanced Fund, managed by Boston Trust Walden. The firm is eligible to rebid, Mr. Phillips said.
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56 Vanguard To Expand Balanced Fund Family With Introduction ...
https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/Press-Release-VG-Launches_Global-Wellington-Global-Wellesley-072617.html
Today, WMC oversees $351 billion across 23 Vanguard mandates. The Boston-based firm has advised the Wellington Fund since its inception in 1929, and the $52.4 ...
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57 20 Best Small-Cap Mutual Funds - TheStreet
https://www.thestreet.com/topics/mutual-funds/top-rated-small-cap-mutual-funds
Top-Rated Small Cap Mutual Funds as of 10/31/22 ; FPA Queens Road Small Cap Value Inv · QRSVX ; Fidelity Low Priced Stock K6 · FLKSX ; Boston Trust ...
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58 The Heart Rating - Natural Investments
https://www.naturalinvestments.com/heart-rating/
› heart-rating
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59 Wellington Management: Wellington Global Homepage
https://www.wellington.com/en
Since our foundation in 1928, we have expanded from our headquarters in Boston to the main international and Asian financial ... Equity Portfolio Manager ...
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60 Inv Co Notices - CT.gov
https://portal.ct.gov/-/media/DOB/securities_nonHTML/InvCoRosterMasterWeb.xlsx
110, 1113886, Advisers Investment Trust, State Farm Balanced Fund ... Walden Funds (The), Boston Trust Walden Balanced Fund f/k/a Walden Balanced Fund.
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61 Investing Our Assets - Maine Community Foundation
https://www.mainecf.org/about-us/financial-information/investing-our-assets/
MaineCF's primary portfolio is managed by the combined effort of the volunteer ... Fossil Fuel-Free Balanced Strategy: Under the management of Boston Trust ...
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62 Thornburg Investment Management: Home
https://www.thornburg.com/
Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal. Reference to a fund or ...
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63 Mutual fund families available through TIAA-CREF Brokerage ...
http://www.unlv.edu/sites/default/files/24/HR-PDF-MutualFund-BrokerageWindow.pdf
Bishop Street Funds. BlackRock Funds*. BMO formerly Marshall*. BNY Hamilton Funds. Bogle Funds. Boston Advisor. Boston Common. Boston Trust & Walden. Funds.
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64 Green Century Balanced Fund - Balanced Investment Funds
https://www.greencentury.com/balanced-fund/
The Balanced Fund is an actively managed fund comprised of equities and fixed income securities. It typically holds 60% to 75% of its net assets in multi-cap ...
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65 Congress Asset Management
http://www.congressasset.com/
Privately owned (LLP), Boston-based investment management company founded in 1985 ... Separately Managed Accounts, Mutual Funds, UMA, Sub-Advisory.
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66 Value Line Funds
https://vlfunds.com/
Value Line provides investment research on stocks, mutual funds, options and convertibles, and offers a family of no-load mutual funds.
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67 Sierra Mutual Funds
https://sierramutualfunds.com/
A fund that is best suited for investors seeking total return with a conservative risk tolerance. SIRAX · Tactical Bond Fund. The Fund's two investment ...
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68 Tchintcia Barros Joins Boston Trust Walden as a Portfolio ...
https://boston.citybizlist.com/article/653816/tchintcia-barros-joins-boston-trust-walden-as-a-portfolio-manager
Amyouny, Ms. Barros, and Mr. Cameron will be added to the portfolio management team of the Boston Trust Walden Balanced Fund (WSBFX). William ...
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69 First Eagle Investments - Investment Strategies and Mutual ...
https://www.firsteagle.com/

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70 Mutual Funds
https://fundsus.dws.com/en-us/products/mutual-funds/
Explore a wide range of mutual fund options, spanning all major asset classes—domestic, international and global equities; ...
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71 Payden & Rygel Investment Management, Mutual Funds ...
https://www.payden.com/
Strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced.
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72 Sponsor Details | Proxy Preview 2022
https://www.proxypreview.org/2022/sponsor-details
Boston Trust Walden provides investment management services to ... invested mutual funds, encompassing active and passively managed equity, income, ...
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73 Investment Management - The Boston Foundation
https://www.tbf.org/who-we-are/financial-information/investment-management
This Fund is broadly diversified across a number of asset classes. The guiding philosophy of the Fund's management at all times is to promote the prudent ...
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74 Allspring Global Investments
https://www.allspringglobal.com/
Rooted in decades of trusted asset management experience, Allspring is staying true to its core investment roots while reinventing itself. A company committed ...
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75 WSBFX Share Price and News / Walden Asset Management ...
https://fintel.io/s/us/wsbfx
May 1, 2020 (Supplemented September 30, 2020) Boston Trust Walden Balanced Fund (WSBFX) Fund Summary Before you invest, you may want to review the Fund's ...
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76 Boston Trust Walden (Walden Asset Management)
https://www.influencewatch.org/for-profit/walden-asset-management/
The fund was founded in 1975 as the first so-called “socially responsible” division in a U.S. bank and launched some of the earliest policy-driven funds and the ...
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77 John Hancock Investment Management
https://www.jhinvestments.com/

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78 Davis Funds
https://www.davisfunds.com/
This material must be accompanied or preceded by a current Davis Fund Prospectus. Carefully consider the fund's investment objectives, strategies, risks, ...
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79 State Farm Growth Fund (STFGX)
https://www.statefarm.com/content/dam/sf-library/en-us/secure/legacy/pdf/V-AIT-SAI.pdf
State Farm Balanced Fund, State Farm Interim Fund, and State Farm Municipal Bond Fund (each, a “Fund” ... Independent Trustee, Boston Trust.
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80 Our History - MFS Investment Management
https://www.mfs.com/en-us/individual-investor/about-mfs/our-history.html
Massachusetts Investors Trust (MIT), America's first mutual fund, is established in Boston, revolutionizing an industry and opening the door to investing ...
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81 Mutual Funds - GWN Securities
https://www.gwnsecurities.com/Home/MutualFunds
In a mutual fund, investors pool their money to achieve a common objective, ... Boston Advisors; Boston Common; BPV Funds; Brandes Investment Trust ...
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82 Brown Advisory Mutual Funds
https://www.brownadvisory.com/mf
› ...
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83 Climetrics - CDP
https://www.cdp.net/en/investor/climetrics
The Climetrics rating lets investors find funds that support the transition to a ... Royal London UK Income With Growth Trust A Inc ... Boston Trust Walden.
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84 15 Best ESG Funds for Responsible Investors - Kiplinger
https://www.kiplinger.com/slideshow/investing/t041-s001-15-best-esg-funds-for-responsible-investors/index.html
The Boston Trust Walden Balanced Fund (WSBFX (opens in new tab), $23.35) aims for a 70% to 80% equity allocation, and it's currently at the lower end of that.
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85 Oaktree Capital Management
https://www.oaktreecapital.com/
brookfieldOaktree Wealth Solutions; Oaktree Acquisition Corporation; Oaktree Diversified Income Fund Inc. (ODIDX); Oaktree Emerging Markets Equity Fund ...
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86 Harbor Capital | Home
https://www.harborcapital.com/
Partnerships. Partnership at Harbor means providing our clients with access to the diverse skills and insights of our hand-picked portfolio management teams, ...
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87 First Trust - www.FTPortfolios.com
https://www.ftportfolios.com/
Initial Offer Date ; Balanced Income Equity and ETF, 59, 12/15/2022 ; Dividend Strength Opportunity, 24, 12/16/2022 ; Equity Income Select, 76, 12/16/2022.
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88 BNY Mellon | Consider Everything
https://www.bnymellon.com/
Get the best insights on the future of finance. Collected, condensed and curated in bite-size.
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89 Edward Jones: Homepage
https://www.edwardjones.com/us-en
› us-en
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90 Stifel
http://www.stifel.com/
As your trusted advisor, we'll bring clarity to your financial goals and deliver sound advice to help you navigate uncertain times.
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91 Boston Children's Hospital: Home Page
https://www.childrenshospital.org/
Raise funds to help restock playrooms and fill urgent needs for families and the hospital. Register your virtual toy drive today. Receive an online fundraising ...
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92 Fidelity Charitable | Official Site
https://www.fidelitycharitable.org/
Maximize your impact with our donor-advised fund, the Giving Account—the tax-smart way to support your favorite charities.
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93 MML Investors Services, LLC - MassMutual
https://www.massmutual.com/investment/mmlinvestors
We've grown over the years by building trust with our clients and by ... We're one of the largest distributors of mutual funds, variable annuities, ...
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94 Bank of America - Banking, Credit Cards, Loans and Merrill ...
https://www.bankofamerica.com/

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95 Citizens | Personal & Business Banking, Student Loans ...
https://www.citizensbank.com/HomePage.aspx
Citizens offers personal and business banking, student loans, home equity products, credit cards, and more. You're made ready and so are we. ™
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