WSBFX Mutual Fund
WSBFX Mutual Fund
WSBFX Mutual Fund
Boston Trust Walden Balanced Fund
WSBFX Mutual Fund Overview
WSBFX Mutual Fund (Boston Trust Walden Balanced Fund) is managed by Boston Trust Walden Funds with $144.9M in net assets. WSBFX expense ratio is 0.94%, holding 77 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1999-06-18.
WSBFX performance shows a YTD return of 7.40%. The 1-year return is 16.45% and the 5-year return is 5.33%. WSBFX dividend yield stands at 7.36%, paid annually.
WSBFX top holdings include United States Treasury Note/Bond 3.88% 08/15/2033 (7.3%), Us Treasury N/Bunited States Treasury Note/Bond 05/15/2043 (6.3%), Microsoft Corp (6.0%), Apple, Inc (5.2%), Alphabet Inc,class A (4.3%). Go to all WSBFX holdings, WSBFX sectors, or WSBFX dividends.
WSBFX can be compared against other funds. Use WSBFX overlap to find shared positions, or WSBFX vs another fund for a side-by-side view. WSBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.