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Boston Trust Walden Balanced Fund (WSBFX)

US Funds

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22.30 -0.08 -0.36%

07/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 158.25M

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

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WSBFX Overview

Find basic information about the Boston Trust Walden Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WSBFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1011567013)

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Rating

1-Year Change3.37%

Prev. Close22.38

Risk Rating

TTM Yield1%

ROE33.64%

IssuerBoston Trust & Walden Funds

Turnover2.67%

ROA14.35%

Inception Date36329

Total Assets158.25M

Expenses0.95%

Min. Investment100,000

Market Cap315.86B

CategoryAllocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1098	1024	1136	1104	1407	2088
Fund Return	9.81%	2.35%	13.55%	3.36%	7.06%	7.64%
Place in category	300	302	304	272	240	109
% in Category	97	90	100	90	88	52

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.42B	22.31	8.91	10.91
Boston Trust SMID Cap Fund	825.87M	18.99	8.07	10.88
Boston Trust Asset Management	569.48M	14.39	5.10	8.71
Walden SMID Cap Fund	303.26M	18.94	7.92	10.73
Walden Equity	267.22M	13.55	6.26	11.13

Top Funds for Allocation--70% to 85% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Income Fund of Amer	76.07B	14.47	6.69	6.95
Vanguard LifeStrategy Growth Inv	21.96B	16.17	5.57	8.14
American Funds Income Fund of A R6	21.56B	14.81	7.02	7.26
American Funds Income Fund of Ame	13.85B	14.71	6.91	7.15
American Funds Growth and Inc A	12.38B	17.03	6.70	8.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.56	424.56	+0.52%
United States Treasury Notes 3.875%	-	6.48	-	-
Apple	US0378331005	5.09	242.70	+0.20%
United States Treasury Notes 2.75%	-	5.08	-	-
Alphabet C	US02079K1079	4.54	195.41	-0.66%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden Asset Mana.	22.30	-0.08	-0.36%