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Morningstar

Boston Trust Walden Balanced WSBFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 21.81  /  −0.82 %
  • Total Assets 162.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.05%
  • Turnover 12%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 PM GMT+0

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.

A strong management team and sound investment process underpin Boston Trust Walden Balanced's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSBFX

More WSBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.89 13.2 Mil
Technology

United States Treasury Notes 3.875%

6.28 10.5 Mil
Government

United States Treasury Notes 2.75%

5.16 8.6 Mil
Government

Alphabet Inc Class C

3.86 6.4 Mil
Communication Services

Apple Inc

3.73 6.2 Mil
Technology

JPMorgan Chase & Co

3.23 5.4 Mil
Financial Services

ConocoPhillips

3.02 5.0 Mil
Energy

Visa Inc Class A

2.76 4.6 Mil
Financial Services

United States Treasury Notes 0.125%

2.53 4.2 Mil
Government

Accenture PLC Class A

2.50 4.2 Mil
Technology