Boston Trust Walden Balanced

Frequently Asked Questions About WSBFX

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 0.94%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WSBFX?

Boston Trust Walden Balanced (WSBFX) manages $138.1M 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (WSBFX's is 0.94%) in exchange for the discretion to over- or under-weight positions.

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.