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Walden Funds (WSBFX)
General Fund Information
Boston Trust and Investment Management Company One Beacon St, Boston, MA 02108
Category:Balanced Funds
Style:Large Cap
Assets: ($ millions)$132.3

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:23.91
Avg. P/B:6.63
Avg. YTM:3.10
Avg. Coupon Rate:0.00
Fund Description
The Fund seeks long-term capital growth and income. Investments of the fund must also satisfy certain social responsibility criteria. The fund invests in stocks, bonds, and money market instruments.
Social Issues08/31/18
Shareholder activism:YES
Community investment:P
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/R

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries5.69% 
Cap. Goods & Tech.13.85% 
Consumer Cyclicals10.85% 
Consumer Non-Cyclicals24.39% 
Non - US1.81% 
Fund Performance08/31/18
Year to date: 6.42%
Year to date: 6.42%
1 Year: 14.06%
Annualized returns:
3 Year: 11.03%
5 Year: 9.65%
10 Year: 7.39%
Since inception: 5.60%
Inception date: 06/20/99
Bear Market: -11.54%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-0.43
Alpha 5YR:-1.51
Beta 3YR:1.12
Beta 5YR:1.17
R. Squared 3YR:94.96
R. Squared 5YR:94.20
Sharpe 3YR:1.59
Sharpe 5YR:1.32
Std. Dev. 3YR:6.91
Std. Dev. 5YR:6.91
Sectors Pie Chart 
Sector Distribution Chart


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