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Boston Trust Walden Balanced (WSBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.39-0.01 (-0.04%)
At close: 08:00PM EDT

Overall Portfolio Composition (%)

Cash1.12%
Stocks69.67%
Bonds29.21%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
WSBFX
Basic Materials
1.29%
Consumer Cyclical
7.51%
Financial Services
15.39%
Real Estate
0.00%
Consumer Defensive
5.29%
Healthcare
16.33%
Utilities
0.76%
Communication Services
10.56%
Energy
6.17%
Industrials
10.14%
Technology
26.56%

Equity Holdings

AverageWSBFXCategory Average
Price/Earnings0.0423.97
Price/Book0.23.32
Price/Sales0.292.32
Price/Cashflow0.0615.25
Median Market Cap262,415.5371,331.74
3 Year Earnings Growth20.7414.71

Bond Holdings

AverageWSBFXCategory Average
Maturity8.935.41
Duration2.684.69
Credit QualityN/AN/A

Bond Ratings

Sector(s)WSBFX
US Government19.61%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 6 Holdings (25.18% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Microsoft CorpMSFT7.69%
Alphabet Inc Class CGOOG4.40%
Apple IncAAPL3.90%
JPMorgan Chase & CoJPM3.25%
ConocoPhillipsCOP3.14%
Visa Inc Class AV2.79%