Boston Trust Walden Balanced Fund

Shareclass

Boston Trust Walden Balanced (WSBFX)

Type

Open-end mutual fund

Manager

Engagement grade: This fund family frequently engages the companies it invests in to push for better behavior. Learn more about engagement and socially responsible investing.

10.83%

INVESTED IN DEFORESTATION-RISK COMPANIES

AGRIBUSINESS

deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy

BANKS AND LENDERS

that finance deforestation-risk agribusiness producers via lending and underwriting

MAJOR CONSUMER BRANDS

that use deforestation-risk agribusiness commodities in products

holdings flagged

11%

of assets flagged

Member of the Forum for Sustainable and Responsible Investment

This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.

Learn more: Forum for Sustainable and Responsible Investment

Member of The Forum for Sustainable and ResponsibleInvestment icon

Known Sustainability Engager

Some sustainability-mandated funds actively engage the companies they own. Indeed, efforts by sustainability-focused investors whose funds are found on this site have been crucial to driving positive change in deforestation-risk sectors like palm oil. A number of asset managers are known sustainability engagers, and have taken actions such as filing shareholder resolutions asking for policy changes. Those asset managers deserve special acknowledgement - often, they are using their investments to make sure they have a voice at the table to call for real improvements in company behavior. We used data collected by Ceres to identify asset managers that have filed shareholder resolutions on deforestation, climate change, or other environmental issues. If a fund owns companies we screen for, but the family is a known filer of deforestation or environmental-related shareholder resolutions, it earns a special engagement score. Read more about our deforestation grades.

Boston Trust Walden Funds has filed deforestation or other climate-change related shareholder resolutions at Advance Auto Parts Inc., Cabot Oil & Gas Corporation, Comcast Corporation, ConocoPhillips, Costco Wholesale Corporation, Denbury Resources Inc., Emerson Electric, Hubbell Incorporated, Lincoln Electric Holdings, Mettler-Toledo International Inc., PNM Resources, Qualcomm Incorporated, and Stryker Corp. See the resolutions

Boston Trust Walden Funds submitted a statement describing their engagement efforts:

THIS STATEMENT PROVIDED BY WALDEN FUNDS: A core focus of Walden’s climate-related engagement is to encourage companies to adopt robust climate policies and science-based GHG goals, consistent with reports by the Intergovernmental Panel on Climate Change or IPCC. This translates to a reduction in GHG emissions of 55 percent globally by 2050 compared to 2010, the likely minimum decrease needed to avoid the most disastrous consequences of global warming. The destruction of tropical forests and peatlands in Indonesia and Malaysia to make room for palm oil production contributes significantly to climate change. As context, during the 26-day period beginning September 1, 2015, researchers from VU University in Amsterdam calculated that daily GHG emissions from fires in Indonesia to clear land for palm oil and pulp production surpassed those of the entire U.S. Walden has engaged companies in client portfolios that have exposure to the palm oil value chain, pressing for commitments to address not only the climate, but also biodiversity and human rights impacts of its development.

This fund contains

$17.86 MILLION invested

in holdings flagged for deforestation risk

Take action

Commodity producers

0 holdings

0% of assets

$0 invested

Banks and lenders

1 holdings

2.98% of assets

$4.92 MILLION invested

Major consumer brands

5 holdings

7.85% of assets

$12.95 MILLION invested

Commodity producers

0 HOLDINGS

Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.

Banks and lenders

1 HOLDINGS

Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

1 HOLDINGS

% of portfolio
$ invested
1. JPMorgan Chase & Co
2.98%2.98% of portfolio
$4.92M$4.92M invested

Major consumer brands

5 HOLDINGS

Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).

5 HOLDINGS

% of portfolio
$ invested
1. Costco Wholesale Corp
2.47%2.47% of portfolio
$4.08M$4.08M invested
2. Johnson & Johnson
1.86%1.86% of portfolio
$3.06M$3.06M invested
3. PepsiCo Inc
1.58%1.58% of portfolio
$2.6M$2.6M invested
4. Starbucks Corp
0.98%0.98% of portfolio
$1.62M$1.62M invested
5. Lowe's Companies Inc
0.96%0.96% of portfolio
$1.58M$1.58M invested

View more info

DATA AS OF 30 Nov 2024

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

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on WSBFX at Morningstar.com

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Less invested in commodity producers

0.16% less invested

More invested in banks and lenders

0.46% more invested

Less invested in major consumer brands

3.83% less invested

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Less invested in commodity producers

0.16% less invested

More invested in banks and lenders

0.46% more invested

Less invested in major consumer brands

3.83% less invested

Current fund

WSBFX

Boston Trust Walden Balanced Fund

Family

Boston Trust Walden Funds

Category

Moderately Aggressive Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-5.72% less in annualized returns

Less invested in commodity producers

0.16% less invested

More invested in banks and lenders

0.46% more invested

Less invested in major consumer brands

3.83% less invested

Month-end trailing returns

Performance as of date: 12/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Deforestation analysis

1-yr

3-yr

5-yr

10-yr

This fund
WSBFX - Boston Trust Walden Balanced Fund

6.88%

1.16%

5.99%

7.34%

Benchmark

25%

8.91%

14%

13%

0.16%

Fund compared to benchmark

-18.1%

-7.75%

-8.5%

-5.72%

0.16% lower

Find more financial data on WSBFX at Morningstar.com

Take Action

Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.

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Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.

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