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Boston Trust Walden Balanced WSBFX

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%

Morningstar’s Analysis WSBFX

Will WSBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



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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