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The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash.
Name | Title | Since | Until |
---|---|---|---|
Amy Crandall Kaser | - | 2019 | Now |
Biography | https://www.bostontrustwalden.com/people/amy-crandall-kaser-cfp/ | ||
Jason T. O’Connell | - | 2019 | Now |
Biography | https://www.bostontrustwalden.com/people/jason-t-oconnell-cfa-caia-cfp/ | ||
Domenic Colasacco | CEO (Chief Executive Officer) | 1995 | 2020 |
Biography | Mr. Colasacco is portfolio manager and president of the Boston Trust Investment Management,Inc. Mr. Colasacco also is the Chairman of the Boston Trust Investment Management’s parent company, Boston Trust & Investment Management Company. He earned B.S. and M.B.A. degrees from Babson College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. |
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