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Morningstar

Boston Trust Walden Balanced WSBFX

Morningstar Analyst Rating
Quantitative rating as of | See Boston Trust & Walden Investment Hub
  • NAV / 1-Day Return 21.68  /  0.69 %
  • Total Assets 180.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.98%
  • Turnover 21%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

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.

Summary

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A sound investment process and strong management team underpin Boston Trust Walden Balanced's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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