Boston Trust Walden Balanced FundWSBFX
Type
Mutual fund
Peer group
Allocation
Net assets
$135.8M
Expense ratio
0.94%
1-year return
+10.3%
3 years, a year
+8.0%
5 years, a year
+5.4%
Holdings
77
What it aims to do.
The Boston Trust Walden Balanced Fund seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds, and money market instruments.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 7.77% |
| United States Treasury Bonds | 6.46% |
| AAPL Apple Inc. | 5.91% |
| MSFT Microsoft Corp. | 5.02% |
| GOOGL Alphabet Inc. | 3.60% |
| AMAT Applied Materials Inc. | 3.18% |
| JPM JPMorgan Chase & Co. | 3.08% |
| United States Treasury Notes | 3.07% |
| NVDA NVIDIA Corp. | 2.83% |
| COST Costco Wholesale Corporation | 2.64% |
More on WSBFX.
- WSBFX overview
- WSBFX holdings
- WSBFX risk
- WSBFX costs
- WSBFX money in and out
- WSBFX share classes
- Compare WSBFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.