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Boston Trust Walden Balanced Fund (WSBFX)

US Funds

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22.12 +0.04 +0.18%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 151.19M

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WSBFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Walden Asset Management (WSBFX) fund. Our Walden Asset Management portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.11	1.11
Shares	68.98	68.98
Bonds	29.91	29.91

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.73	17.82
Price to Book	5.02	2.84
Price to Sales	3.47	1.99
Price to Cash Flow	16.05	11.16
Dividend Yield	1.54	1.97
5 Years Earnings Growth	9.00	11.18

Sector Allocation

Name	Net %	Category Average
Technology	32.47	21.60
Healthcare	16.63	12.04
Financial Services	13.23	15.54
Communication Services	11.14	7.70
Industrials	8.72	11.22
Consumer Cyclical	6.51	10.29
Consumer Defensive	5.69	6.74
Energy	3.23	5.42
Basic Materials	1.57	3.64
Utilities	0.82	3.15

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 112

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.56	463.87	+0.19%
United States Treasury Notes 3.875%	-	6.48	-	-
Apple	US0378331005	5.09	202.82	-0.22%
United States Treasury Notes 2.75%	-	5.08	-	-
Alphabet C	US02079K1079	4.54	169.39	+1.00%
United States Treasury Bonds 3.875%	-	3.54	-	-
Visa A	US92826C8394	2.78	368.00	+0.58%
JPMorgan	US46625H1005	2.71	264.22	-0.77%
United States Treasury Notes 0.125%	-	2.69	-	-
Accenture	IE00B4BNMY34	2.57	316.40	+1.12%

Top Equity Funds by Boston Trust Walden Funds

Name	Total Assets	YTD%	3Y%	10Y%
Boston Trust Small Cap	1.3B	-7.60	5.00	8.81
Boston Trust SMID Cap Fund	759.03M	-5.38	5.28	8.98
Boston Trust Asset Management	546.55M	-2.99	5.91	8.09
Walden SMID Cap Fund	304.11M	-5.47	6.16	8.86
Boston Trust Equity	240.95M	13.72	4.61	11.28

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