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Walden Funds (WSBFX)
General Fund Information
Boston Trust and Investment Management Company One Beacon St, Boston, MA 02108
(877) 792-5336www.waldenassetmgmt.com
Category:Balanced Funds
Style:Large Cap
Assets: ($ millions)$119.8

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.: 
IRA reinvest min.: 
Type:Balanced
Expenses:1.00%
Max. defer. load: 
Max. front load: 
Avg. P/E:25.40
Avg. P/B:6.13
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 Issues11/30/17
Shareholder activism:YES
Community investment:P
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/R
Other:

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% 
Finance22.60% 
Miscellaneous17.86% 
Non - US1.81% 
Transportation1.92% 
Utilities1.02% 
Fund Performance11/30/17
Year to date: 13.85%
Year to date: 13.85%
1 Year: 15.34%
Annualized returns:
3 Year: 7.45%
5 Year: 10.26%
10 Year: 5.99%
Since inception: 5.42%
Inception date: 06/20/99
Bear Market: -11.54%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-1.01
Alpha 5YR:-1.33
Beta 3YR:1.15
Beta 5YR:1.15
R. Squared 3YR:94.21
R. Squared 5YR:93.16
Sharpe 3YR:1.02
Sharpe 5YR:1.47
Std. Dev. 3YR:6.80
Std. Dev. 5YR:6.80
Sectors Pie Chart 
Sector Distribution Chart

 

 
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