C
Boston Trust Walden Balanced Fund WSBFX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WSBFX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info WSBFX-NASDAQ Click to
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Provider Boston Trust Walden Funds
Manager/Tenure (Years) Stephen J. Amyouny (4), Tchintcia S. Barros (4), Sean A. Cameron (4)
Website http://www.btim.com
Fund Information WSBFX-NASDAQ Click to
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Fund Name Boston Trust Walden Balanced Fund
Category Moderately Aggressive Allocation
Sub-Category Aggressive Allocation
Prospectus Objective Balanced
Inception Date Jun 18, 1999
Open/Closed To New Investors Open
Minimum Initial Investment 100,000.00
Minimum Subsequent Investment 1,000.00
Front End Fee --
Back End Fee --
Dividends and Shares WSBFX-NASDAQ Click to
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Dividend Yield 1.32%
Dividend WSBFX-NASDAQ Click to
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Dividend Yield (Forward) 1.61%
Asset Allocation WSBFX-NASDAQ Click to
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Cash 1.15%
Stock 68.38%
U.S. Stock 66.51%
Non-U.S. Stock 1.87%
Bond 30.48%
U.S. Bond 30.48%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History WSBFX-NASDAQ Click to
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7-Day Total Return 1.83%
30-Day Total Return 2.85%
60-Day Total Return 4.36%
90-Day Total Return 5.67%
Year to Date Total Return 1.92%
1-Year Total Return 4.48%
2-Year Total Return 14.66%
3-Year Total Return 24.99%
5-Year Total Return 43.63%
Price WSBFX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV WSBFX-NASDAQ Click to
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Nav $22.71
1-Month Low NAV $22.02
1-Month High NAV $22.71
52-Week Low NAV $20.34
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $24.03
52-Week High Price (Date) Dec 11, 2024
Beta / Standard Deviation WSBFX-NASDAQ Click to
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Beta 0.69
Standard Deviation 11.32
Balance Sheet WSBFX-NASDAQ Click to
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Total Assets 153.30M
Operating Ratios WSBFX-NASDAQ Click to
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Expense Ratio 0.95%
Turnover Ratio 3.30%
Performance WSBFX-NASDAQ Click to
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Last Bull Market Total Return 10.26%
Last Bear Market Total Return -10.96%