Morningstar

Boston Trust Walden Balanced WSBFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 23.41  /  0.00
  • Total Assets 164.3 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.01%
  • Turnover 12%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis WSBFX

Will WSBFX outperform in 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.

A sound investment process and strong management team underpin Boston Trust Walden Balanced's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSBFX

More WSBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.90 13.0 Mil
Technology

United States Treasury Notes 3.875%

6.50 10.7 Mil
Government

United States Treasury Notes 2.75%

5.08 8.4 Mil
Government

Apple Inc

5.03 8.3 Mil
Technology

Alphabet Inc Class C

4.23 7.0 Mil
Communication Services

United States Treasury Bonds 3.875%

2.97 4.9 Mil
Government

Visa Inc Class A

2.76 4.6 Mil
Financial Services

JPMorgan Chase & Co

2.68 4.4 Mil
Financial Services

United States Treasury Notes 0.125%

2.65 4.4 Mil
Government

Accenture PLC Class A

2.49 4.1 Mil
Technology

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