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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 22.73  /  +0.93 %
  • Total Assets 160.0 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 drop in People Pillar rating is the primary driver of Boston Trust Walden Balanced's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.68 14.0 Mil
Technology

United States Treasury Notes 3.875%

6.42 10.3 Mil
Government

United States Treasury Notes 2.75%

5.01 8.1 Mil
Government

Alphabet Inc Class C

4.82 7.8 Mil
Communication Services

Apple Inc

4.74 7.6 Mil
Technology

United States Treasury Bonds 3.875%

2.90 4.7 Mil
Government

Visa Inc Class A

2.68 4.3 Mil
Financial Services

United States Treasury Notes 0.125%

2.63 4.2 Mil
Government

JPMorgan Chase & Co

2.51 4.0 Mil
Financial Services

ConocoPhillips

2.40 3.9 Mil
Energy