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 | 1.34% | |||
| Dividend | WSBFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.64% | |||
| Asset Allocation | WSBFX-NASDAQ | Click to Compare |
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| Cash | 1.25% | |||
| Stock | 67.37% | |||
| U.S. Stock | 65.53% | |||
| Non-U.S. Stock | 1.84% | |||
| Bond | 31.39% | |||
| U.S. Bond | 31.39% | |||
| 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 | 1.19% | |||
| 30-Day Total Return | 1.47% | |||
| 60-Day Total Return | 2.74% | |||
| 90-Day Total Return | -0.94% | |||
| Year to Date Total Return | -0.89% | |||
| 1-Year Total Return | 3.68% | |||
| 2-Year Total Return | 13.72% | |||
| 3-Year Total Return | 16.32% | |||
| 5-Year Total Return | 38.80% | |||
| 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 | $22.08 | |||
| 1-Month Low NAV | $21.58 | |||
| 1-Month High NAV | $22.26 | |||
| 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 | 0.68 | |||
| Standard Deviation | 11.80 | |||
| Balance Sheet | WSBFX-NASDAQ | Click to Compare |
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| Total Assets | 151.53M | |||
| 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% | |||