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WSBFX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Boston Trust Walden Balanced (WSBFX) Ownership - Who owns Boston Trust Walden Balanced?

Profile

Category
Moderately Aggressive Allocation
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
over 25 years
Turnover
11.76
Front Load
N/A
Net Assets
161793280.00
Manager Tenure
N/A

Fundamentals

WSBFX
Net Assets
162M
Fund Existence
over 25 years
Turnover
11.76
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
67.2M
Average Credit Quality
N/A
Average Effective Duration
6.50
Average Effective Maturity
7.93
Fund of Funds
No
Fund Share Class Net Assets
162M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
6.69
No Load Fund
No
Number of Long Holdings
114.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
8.345
Annual Yield % from dividends
1.05
Returns for 1 year
8.07
Returns for 3 years
-5.68
Returns for 5 years
21.38
Returns for 10 years
62.31
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
BOSTON TRUST & WALDEN FUNDS100 SUMMER STREETBoston
Phone
617-814-1215
Web
www.btim.com