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Boston Trust Walden Balanced Fund (WSBFX)

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22.59 -0.13    -0.57%
28/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 162.42M
Walden Asset Management 22.59 -0.13 -0.57%

WSBFX Overview

 
On this page you'll find an in-depth profile of Boston Trust Walden Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of WSBFX among other information.
Category

Allocation--70% to 85% Equity

Total Assets

162.42M

Expenses

1%

Inception Date

36329

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States
Phone 617-814-1215

Top Executives

Name Title Since Until
Stephen J. Amyouny Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Tchintcia S. Barros Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/tchintcia-barros/
Sean A. Cameron Portfolio Manager 2021 Now
Biography https://www.bostontrustwalden.com/people/sean-cameron/
William Apfel - 2012 2021
Biography https://www.bostontrustwalden.com/people/william-h-apfel-cfa/
Stephen K. Moody Portfolio Manager 1999 2012
Biography Mr. Moody is a Senior Vice President, a Director of Boston Trust and a Portfolio Manager. He manages Balanced, Large Cap Equity and Fixed Income portfolios for clients with environmental, social and governance (ESG) investment guidelines, and is the manager of the Walden Social Balanced Fund (WSBFX). He is also a member of the Investment, Portfolio Strategy, and Research & Engagement Committees. Prior to joining Boston Trust in 1980, Mr. Moody was an economic consultant to the Shalan Foundation and Natural Resources Defense Council and served as Director of Research for the Council on Economic Priorities. He was also co-founder and director of Affirmative Investments, Inc. He serves on the board of South Africa Partners, which supports collaboration between organizations in South Africa and the U.S.
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