Morningstar

Boston Trust Walden Balanced Fund WSBFX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Trust Walden Investment Hub
  • NAV / 1-Day Return 24.50  /  +0.41 %
  • Total Assets 141.7M
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.10%
  • Turnover 13%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis WSBFX

Will WSBFX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Trust Walden Balanced holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WSBFX

More WSBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.875%

7.50 10M
Government

Apple Inc

6.41 9M
Technology

United States Treasury Bonds 3.875%

6.24 9M
Government

Microsoft Corp

5.94 8M
Technology

Alphabet Inc Class A

4.63 6M
Communication Services

Applied Materials Inc

4.07 6M
Technology

NVIDIA Corp

3.33 5M
Technology

Cisco Systems Inc

3.06 4M
Technology

JPMorgan Chase & Co

3.05 4M
Financial Services

United States Treasury Notes 1.875%

3.02 4M
Government

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