WSBFX : Walden Balanced Fund

WSBFX is a Allocation Market All-In-One with HIGH fees.


Walden Balanced Fund

FI Score

28 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

28% FI Score
  • wsbfx
  • Mutual Fund
  • Allocation
  • All-In-One

Walden Balanced Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25% of the fund's assets invested in each of the following categories: (i) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and (ii) domestic and foreign equity securities, such as common stock.

Largest Holdings

Amount Holding
3.77% United States Treasury Notes 1.62%
3.58% Microsoft Corp
3.44% Apple Inc
2.69% United States Treasury Notes 2.75%
2.45% Federal National Mortgage Association 2.62%
2.28% Alphabet Inc Class C
1.60% Visa Inc Class A
1.55% Oracle Corp
1.53% Accenture PLC Class A
1.36% UnitedHealth Group Inc
1.36% Costco Wholesale Corp
1.32% JPMorgan Chase & Co
1.31% Automatic Data Processing Inc
1.26% Becton, Dickinson and Co
1.19% Stryker Corp
1.17% Eversource Energy
1.12% United States Treasury Notes 2.75%
1.12% United States Treasury Notes 2.75%
1.09% PepsiCo Inc
1.08% Nike Inc B
1.05% Union Pacific Corp
0.95% Starbucks Corp
0.93% Federal National Mortgage Association 2.12%
0.93% Alphabet Inc A

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