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Boston Trust Walden Balanced Fund (WSBFX)

US Funds

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22.74 +0.14 +0.62%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Boston Trust & Walden Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 159.34M

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Boston Trust Walden Balanced Fund 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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Technical Chart

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Rating

1-Year Change3.2%

Prev. Close22.6

Risk Rating

TTM Yield1%

ROE33.64%

IssuerBoston Trust & Walden Funds

Turnover2.67%

ROA14.35%

Inception Date36329

Total Assets159.34M

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	1.47B	12.55	4.06	9.78
Boston Trust SMID Cap Fund	848.45M	10.17	3.12	9.90
Boston Trust Asset Management	577M	11.19	2.57	8.39
Walden SMID Cap Fund	311.1M	10.39	3.15	9.78
Walden Equity	270.21M	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	78B	10.84	3.73	6.72
Vanguard LifeStrategy Growth Inv	21.96B	13.18	3.61	7.95
American Funds Income Fund of A R6	22.02B	11.22	4.05	7.03
American Funds Income Fund of Ame	14.27B	11.08	3.93	6.92
American Funds Growth and Inc A	12.72B	14.57	4.62	8.51

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.56	446.20	+4.13%
United States Treasury Notes 3.875%	-	6.48	-	-
Apple	US0378331005	5.09	223.83	+0.53%
United States Treasury Notes 2.75%	-	5.08	-	-
Alphabet C	US02079K1079	4.54	200.03	+0.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden Asset Mana.	22.74	+0.14	+0.62%