Boston Trust Walden Balanced Fund

Shareclass

Boston Trust Walden Balanced (WSBFX)

Type

Open-end mutual fund

Manager

Boston Trust Walden Funds

Flagged investments:

$33.93 MILLION, 21% of assets

Higher risk:

$0, 0% of assets

Private prison operators:

$0, 0% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$16.77M

invested

10%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$29.85M

invested

18%

of portfolio

All flagged holdings

6 holdings

1.
Microsoft Corp
$12.69M
7.69%
2.
Alphabet Inc Class C
$6.87M
4.16%
3.
Accenture PLC Class A
$4.35M
2.64%
4.
Costco Wholesale Corp
$4.08M
2.47%
5.
Alphabet Inc Class A
$3.38M
2.05%

Higher risk
Private prison operator

See all

Boston Trust Walden Balanced Fund $WSBFX is 21% ($33.93 MILLION) invested in companies with prison involvement

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Boston Trust Walden Balanced Fund WSBFX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on WSBFX at Morningstar.com

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.32% less invested

Less invested in higher risk companies, border industry

1.6% less invested

Less invested in higher risk companies

1.6% less invested

Less invested in all screened prison industry companies

5.15% less invested

Less invested in all screened border industry companies

0.62% less invested

Less invested in all screened companies

2.56% less invested

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.32% less invested

Less invested in higher risk companies, border industry

1.6% less invested

Less invested in higher risk companies

1.6% less invested

Less invested in all screened prison industry companies

5.15% less invested

Less invested in all screened border industry companies

0.62% less invested

Less invested in all screened companies

2.56% less invested

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Same in private prison operators

Both 0% invested

Less invested in higher risk companies, prison industry

0.32% less invested

Less invested in higher risk companies, border industry

1.6% less invested

Less invested in higher risk companies

1.6% less invested

Less invested in all screened prison industry companies

5.15% less invested

Less invested in all screened border industry companies

0.62% less invested

Less invested in all screened companies

2.56% less invested

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
WSBFX - Boston Trust Walden Balanced Fund

6.88%

1.16%

5.99%

7.34%

Benchmark

25%

8.91%

14%

13%

Fund compared to benchmark

-18.1%

-7.75%

-8.5%

-5.72%

Same

Find more financial data on WSBFX at Morningstar.com

What's next?

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See climate risk

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