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Boston Trust Walden Balanced Fund (WSBFX)

US Funds

从投资组合添加/删除添加至投资组合

22.34 +0.04 +0.18%

08/01 - 延迟数据. USD 货币

类型: 基金

市场: 美国

发行商: Boston Trust & Walden Funds

资产类别: 股票

晨星评级:
总资产: 157.68M

WSBFX概述

本页面提供Boston Trust Walden Balanced Fund的详细介绍，帮助您了解WSBFX的高管、总资产、投资策略和联系方式等信息。

种类

Allocation--70% to 85% Equity

总资产

157.68M

费用

0.95%

开始日期

36329

联络信息

地址 100 SUMMER STREET
Boston,MA 43229
United States

电话 617-814-1215

网址 www.btim.com

高管

名称	标题	任期	至
Stephen J. Amyouny	Portfolio Manager	2021	now
背景介紹	https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Tchintcia S. Barros	Portfolio Manager	2021	now
背景介紹	https://www.bostontrustwalden.com/people/tchintcia-barros/
Sean A. Cameron	Portfolio Manager	2021	now
背景介紹	https://www.bostontrustwalden.com/people/sean-cameron/
William Apfel	-	2012	2021
背景介紹	https://www.bostontrustwalden.com/people/william-h-apfel-cfa/
Stephen K. Moody	Portfolio Manager	1999	2012
背景介紹	Mr. Moody is a Senior Vice President, a Director of Boston Trust and a Portfolio Manager. He manages Balanced, Large Cap Equity and Fixed Income portfolios for clients with environmental, social and governance (ESG) investment guidelines, and is the manager of the Walden Social Balanced Fund (WSBFX). He is also a member of the Investment, Portfolio Strategy, and Research & Engagement Committees. Prior to joining Boston Trust in 1980, Mr. Moody was an economic consultant to the Shalan Foundation and Natural Resources Defense Council and served as Director of Research for the Council on Economic Priorities. He was also co-founder and director of Affirmative Investments, Inc. He serves on the board of South Africa Partners, which supports collaboration between organizations in South Africa and the U.S.

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