Boston Trust Walden Balanced Fund
Shareclass
Boston Trust Walden Balanced (WSBFX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. JPMorgan Chase & Co2.98% of assets$4.92M invested
- 2. Accenture PLC Class A2.64% of assets$4.35M invested
- 3. PepsiCo Inc1.58% of assets$2.6M invested
- 4. Johnson & Johnson1.86% of assets$3.06M invested
- 5. Microsoft Corp7.69% of assets$12.69M invested
- 6. Merck & Co Inc0.76% of assets$1.25M invested
- 7. Starbucks Corp0.98% of assets$1.62M invested
- 8. ConocoPhillips2.13% of assets$3.52M invested
- 9. Visa Inc Class A2.92% of assets$4.82M invested
- 10. Adobe Inc1.13% of assets$1.86M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Costco Wholesale Corp2.47% of assets$4.08M invested
- 2. Ross Stores Inc1.22% of assets$2.01M invested
- 3. Applied Materials Inc0.65% of assets$1.07M invested
- 4. Hubbell Inc1.95% of assets$3.22M invested
- 5. AutoZone Inc1.5% of assets$2.47M invested
- 6. Qualcomm Inc0.35% of assets$570,708 invested
- 7. Donaldson Co Inc0.63% of assets$1.04M invested
- 8. The Cooper Companies Inc0.75% of assets$1.23M invested
- 9. Analog Devices Inc1.1% of assets$1.81M invested
- 10. Marsh & McLennan Companies Inc0.9% of assets$1.48M invested
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Financial performance
Performance data provided by
Find more financial data on WSBFX at Morningstar.com
Find more financial data on WSBFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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