WSBFX Mutual Fund
WSBFX Mutual Fund
NAV$24.15
AUM$145M
TER0.94%
Holdings77
See how much of WSBFX you already own
WSBFX Mutual Fund
NAV$24.15
Boston Trust Walden Balanced Fund
AUM$145M
TER0.94%
Holdings77
See how much of WSBFX you already own
WSBFX Mutual Fund Sector Allocation
WSBFX sector allocation breaks down across Information Technology (30.1%), Financials (24.1%), Health Care (8.3%), Communication Services (6.6%), Consumer Discretionary (5.9%). 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 by country shows geographic exposure. WSBFX overlap reveals how sector exposure compares with other funds.