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WSBFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$22.44
Change
+$0.17 (+0.76%)
Net Assets
159.26M

WSBFX Boston Trust Walden Balanced Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Accenture PLC (NYSE:ACN), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25% of the fund's assets invested in each of the following categories: (i) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and (ii) domestic and foreign equity securities, such as common stock.

Market Cap

The average market capitalization across the Boston Trust Walden Balanced MF is 1.32T. The market cap for tickers in the group ranges from 151.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is COP at 151.38B.

Volume

The average weekly volume growth across all stocks in the Boston Trust Walden Balanced MF was 265%. For the same stocks of the MF, the average monthly volume growth was 291% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 49
Price Growth Rating: 36
SMR Rating: 24
Profit Risk Rating: 15
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

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
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WSBFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSBFX has been closely correlated with FPACX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSBFX jumps, then FPACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSBFX
1D Price
Change %
WSBFX100%
+0.76%
FPACX - WSBFX
87%
Closely correlated
+0.48%
FPCSX - WSBFX
87%
Closely correlated
+0.45%
RIDCX - WSBFX
86%
Closely correlated
+0.79%
IFACX - WSBFX
82%
Closely correlated
+0.80%
RIDBX - WSBFX
82%
Closely correlated
+0.76%
More