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 (4), Tchintcia S. Barros (4), Sean A. Cameron (4) | |||
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 | 1.32% | |||
Dividend | WSBFX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.61% | |||
Asset Allocation | WSBFX-NASDAQ | Click to Compare |
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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 Compare |
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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 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 | $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 Compare |
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Beta | 0.69 | |||
Standard Deviation | 11.32 | |||
Balance Sheet | WSBFX-NASDAQ | Click to Compare |
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Total Assets | 153.30M | |||
Operating Ratios | WSBFX-NASDAQ | Click to Compare |
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Expense Ratio | 0.95% | |||
Turnover Ratio | 3.30% | |||
Performance | WSBFX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 10.26% | |||
Last Bear Market Total Return | -10.96% | |||