Boston Trust Walden Balanced Fund
WSBFX
NASDAQ
| Weiss Ratings | WSBFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | WSBFX-NASDAQ | Click to Compare |
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| Provider | Boston Trust Walden Funds | |||
| Manager/Tenure (Years) | Stephen J. Amyouny (5), Tchintcia S. Barros (5), Sean A. Cameron (5), 1 other | |||
| Website | http://www.btim.com | |||
| Fund Information | WSBFX-NASDAQ | Click to Compare |
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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 Compare |
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| Dividend Yield | 1.21% | |||
| Dividend | WSBFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.42% | |||
| Asset Allocation | WSBFX-NASDAQ | Click to Compare |
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| Cash | 1.04% | |||
| Stock | 67.05% | |||
| U.S. Stock | 64.14% | |||
| Non-U.S. Stock | 2.91% | |||
| Bond | 31.91% | |||
| U.S. Bond | 31.91% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WSBFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.16% | |||
| 30-Day Total Return | 5.24% | |||
| 60-Day Total Return | 1.58% | |||
| 90-Day Total Return | 2.15% | |||
| Year to Date Total Return | 3.63% | |||
| 1-Year Total Return | 19.23% | |||
| 2-Year Total Return | 22.46% | |||
| 3-Year Total Return | 32.87% | |||
| 5-Year Total Return | 31.70% | |||
| Price | WSBFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WSBFX-NASDAQ | Click to Compare |
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| Nav | $23.66 | |||
| 1-Month Low NAV | $21.99 | |||
| 1-Month High NAV | $23.66 | |||
| 52-Week Low NAV | $21.43 | |||
| 52-Week Low NAV (Date) | Apr 25, 2025 | |||
| 52-Week High NAV | $24.80 | |||
| 52-Week High Price (Date) | Dec 03, 2025 | |||
| Beta / Standard Deviation | WSBFX-NASDAQ | Click to Compare |
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| Beta | 0.64 | |||
| Standard Deviation | 8.38 | |||
| Balance Sheet | WSBFX-NASDAQ | Click to Compare |
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| Total Assets | 135.85M | |||
| Operating Ratios | WSBFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 13.34% | |||
| Performance | WSBFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.83% | |||
| Last Bear Market Total Return | -10.96% | |||