WSBFX Mutual Fund
NAV$25.13
AUM$145M
TER0.94%
Holdings77
WSBFX Mutual Fund
NAV$25.13
Boston Trust Walden Balanced Fund
AUM$145M
TER0.94%
Holdings77
WSBFX Mutual Fund Sector Allocation
WSBFX sector allocation breaks down across Financials (29.0%), Information Technology (18.1%), Health Care (7.9%), Communication Services (7.4%), Consumer Discretionary (6.5%). Across 77 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
WSBFX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
WSBFX geographic allocation shows country exposure. WSBFX overlap calculator reveals how sector exposure compares with other funds.