Walden Asset Management Fund Quote
| WSBFX Fund | USD 21.87 0.03 0.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Walden Asset is trading at 21.87 as of the 22nd of March 2025; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 21.84. Walden Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25 percent of the funds assets invested in each of the following categories fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and domestic and foreign equity securities, such as common stock.. More on Walden Asset Management
Moving together with Walden Mutual Fund
Walden Mutual Fund Highlights
| Fund Concentration | Boston Trust Walden Funds, Large Value Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Boston Trust Walden Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Walden Asset Management [WSBFX] is traded in USA and was established 22nd of March 2025. Walden Asset is listed under Boston Trust Walden Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Boston Trust Walden Funds family. This fund at this time has accumulated 161.07 M in net assets with minimum initial investment of 100 K. Walden Asset Management is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 0.01%, while the total return for the last 3 years was 4.21%.
Check Walden Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Walden Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Walden Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Walden Asset Management Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Walden Asset Management Mutual Fund Constituents
| MMM | 3M Company | Stock | Industrials | |
| USB | US Bancorp | Stock | Financials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Walden Asset Management Risk Profiles
| Mean Deviation | 0.4508 | |||
| Standard Deviation | 0.5843 | |||
| Variance | 0.3414 | |||
| Risk Adjusted Performance | (0.11) |
Walden Asset Against Markets
Other Information on Investing in Walden Mutual Fund
Walden Asset financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Asset security.
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