Boston Trust Walden Balanced
WSBFX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- BOSTON MA 43229 Dallas TX United States of America 75254
- IPO Date
- Jun 18, 1999
- CIK
- 0000882748
- Website
- westwoodgroup.com
- Similar Companies
- Business
- Boston Trust Walden Balanced Fund (WSBFX) is an open-end mutual fund that seeks long-term capital growth and income through an actively managed, diversified portfolio of domestic and foreign equity securities, such as common stocks of large-cap growth and value companies; fixed-income securities, including U.S. government and agency obligations, investment-grade corporate bonds rated at least BBB- by S&P, and money market instruments; and cash equivalents, with at least 25% of assets allocated to each of equities and fixed income and up to 75% in equities. The fund employs fundamental and quantitative analysis, benchmarks against the S&P 500 Index, Bloomberg U.S. Government/Credit Bond Index, and Bloomberg U.S. Treasury Bellwethers: 3 Month, and applies principled investing screens to exclude companies involved in weapons systems, alcohol production, coal mining, factory farming, gaming, handguns, nuclear power fuel cycle, prison operations, and tobacco manufacturing while prioritizing socially conscious and environmentally responsible firms. Launched on June 18, 1999, and domiciled in the United States, the fund is advised by Boston Trust Walden Inc., the wholly owned registered investment adviser subsidiary of Boston Trust Walden Company, an independent, employee-owned investment management firm founded in 1974 and headquartered at One Beacon Street in Boston, Massachusetts, which manages approximately $16 billion in assets as of June 30, 2025, serving individual, institutional, and private wealth clients with a focus on ESG and impact investing. The fund targets moderately aggressive allocation investors, with a net expense ratio of 0.95%, a minimum initial investment of $100,000, and assets under management of about $148 million, featuring top holdings such as U.S. Treasury Notes, Microsoft Corp., Apple Inc., and Alphabet Inc. In recent developments, Boston Trust Walden Company announced on October 8, 2025, portfolio management team changes effective December 31, 2025, including Kenneth Scott's resignation from Small and SMID Cap Equity strategies after elevating Richard Williams as lead manager, Sean assuming lead role in Multi-Asset strategy from Stephen Amyouny, and adjustments to the International Equity team; additionally, on November 27, 2025, the firm announced its conversion to a national trust bank charter to expand services nationwide while maintaining its investment management, trust, and fiduciary offerings, alongside closing the Small Cap Fund to new investors in March 2024 and celebrating its 50th anniversary in 2024.