Morningstar

Boston Trust Walden Balanced Fund WSBFX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return $24.74  /  0.00
  • Fund Size $139.6M
  • Adjusted Expense Ratio 0.940%
  • Net Expense Ratio 0.940%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.12%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis WSBFX

Will WSBFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSBFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WSBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Walden Balanced holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WSBFX

More WSBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.875%

7.22 10M
Government

United States Treasury Bonds 3.875%

6.81 9M
Government

Apple Inc

5.53 8M
Technology

Microsoft Corp

5.43 7M
Technology

Applied Materials Inc

4.38 6M
Technology

Alphabet Inc Class A

4.24 6M
Communication Services

NVIDIA Corp

3.65 5M
Technology

JPMorgan Chase & Co

3.41 5M
Financial Services

United States Treasury Notes 1.875%

2.89 4M
Government

Cisco Systems Inc

2.77 4M
Technology

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