Boston Trust Walden Balanced

WSBFX · NASDAQ

Market closed$24.42$-0.160000 (-0.65%)

Key statistics

Previous close$24.58

Open$24.42

Day high$24.42

Day low$24.42

52-week high$24.80

52-week low$21.99

Market cap142.57M

Volume—

Average volume—

P/E ratio25.88

Forward P/E—

EPS0.94

Dividend yield0.00%

Market context

Why it moved

WSBFX edged lower today amid broad market softness and cautious investor sentiment, with limited trading volume suggesting reduced demand and mild selling pressure driving the modest decline.

Fintel

What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

Amana Mutual Funds Trust Developing World FundAMDWX · $17.64-0.40%

Amana Developing World Fund Institutional ClassAMIDX · $17.73-0.34%

American Century Small Company InvASQIX · $21.77-0.68%

Madison Small Cap Fund Class YBVAOX · $10.61-0.84%

Dana Unconstrained Equity ETFDUNK · $25.83-0.79%

Meeder Conservative Allocation RetailFLRUX · $24.65-0.20%

Jensen Quality Value Fund J SharesJNVSX · $16.82-1.06%

BlackRock LifePath Dynamic 2060 Inv ALPDAX · $18.69-0.74%

MainStay Epoch Capital Growth Fund - Class AMECDX · $16.52-1.43%

Company profile

Boston Trust Walden Balanced Fund (WSBFX) is an actively managed, open-end mutual fund launched on June 18, 1999, and managed by Boston Trust Walden Inc., an independent, 100% employee-owned investment management firm established in 1974 and headquartered in Boston, MA, with approximately $16.2 billion in assets under management. The Fund seeks long-term capital growth and income by investing in a diversified portfolio of equity and fixed income securities, maintaining at least 25% of assets in each category, with equity holdings focused on high-quality, reasonably valued large-cap companies and fixed income holdings primarily composed of U.S. government, agency, and investment-grade corporate securities. A distinguishing feature of the Fund is its integration of environmental, social, and governance (ESG) screening criteria into its investment process, reflecting Boston Trust Walden's long-standing leadership in impact and responsible investing. The Fund is classified under Morningstar's Moderately Aggressive Allocation category, carries a gross expense ratio of approximately 0.96%, requires a minimum initial investment of $100,000, and is managed by a team of CFA-credentialed portfolio managers including Stephen J. Amyouny, Tchintcia S. Barros, Sean A. Cameron, and Nathaniel J. Riley.

Symbol: WSBFX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
Employees: 0
Country: US
IPO date: 1999-06-18
Website: westwoodgroup.com

Analyst consensus

hold

0 ratings

Low$0.00Average$0.00High$0.00