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 Financials, Information Technology, Unknown. Inception date: 1999-06-18.

WSBFX performance shows a YTD return of 8.10%. The 1-year return is 17.93% and the 5-year return is 4.73%. WSBFX dividend yield stands at 7.38%, paid annually.

WSBFX top holdings include United States Treasury Notes 3.875%, 3.88%, 08/15/33 (7.8%), Us Treasury N/ 3.875 5/43 (6.5%), Apple Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (5.0%), 'alphabet Inc., Class 'a'' (3.6%). View all WSBFX holdings, sector breakdown, or dividend history.

WSBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.