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WSBFX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

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

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments... Show more

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
0.96
Min. Initial Investment
100000.00
Fund Existence
almost 26 years
Turnover
3.30
Front Load
N/A
Net Assets
145140580.00
Manager Tenure
N/A

Fundamentals

WSBFX
Net Assets
145M
Fund Existence
almost 26 years
Turnover
3.30
Total Expense Ratio
0.96
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
0.96
Assets in Top Ten Holdings
67.2M
Average Credit Quality
N/A
Average Effective Duration
6.27
Average Effective Maturity
7.89
Fund of Funds
No
Fund Share Class Net Assets
145M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
6.56
No Load Fund
Yes
Number of Long Holdings
107.00
Number of Net Holdings
107.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
45.17%
Gain YTD
-5.431
Annual Yield % from dividends
1.36
Returns for 1 year
-1.87
Returns for 3 years
-4.79
Returns for 5 years
16.56
Returns for 10 years
44.22
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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