- What does WSBFX invest in?
- The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25% of the fund's assets invested in each of the following categories: (i) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and (ii) domestic and foreign equity securities, such as common stock.
- What is the expense ratio of WSBFX?
- Boston Trust Walden Balanced (WSBFX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WSBFX?
- Boston Trust Walden Balanced (WSBFX) manages $142.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WSBFX actively managed or an index fund?
- WSBFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WSBFX launched?
- Boston Trust Walden Balanced (WSBFX) launched in June 1999 and is managed by the fund issuer.
- How has WSBFX performed?
- WSBFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
