WSBFX
Boston Trust Walden Balanced
1W: -0.1%
1M: -1.1%
3M: -0.4%
YTD: +6.9%
1Y: +2.0%
3Y: +26.5%
5Y: +19.4%
$24.52
+0.11 (+0.45%)
Weekly Expected Move ±1.1%
$24
$24
$24
$25
$25
Similar ETFs
20 peers by holdings overlap (77 holdings)
WSEFX
Boston Trust Walden Equity Fund
83.2%
Shared39 holdings
Total48
AUM$225M
Price$40.94
BTBFX
Boston Trust Asset Management Fund
58.5%
Shared28 holdings
Total49
AUM$512M
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BTEFX
Boston Trust Equity Fund
56.1%
Shared29 holdings
Total52
AUM$245M
Price$48.55
HAVGX
Haverford Quality Growth Stock Fund
49.4%
Shared24 holdings
Total34
AUM$304M
Price$26.47
FFA
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43.7%
Shared24 holdings
Total62
AUM$444M
Price$22.21
ROGSX
Red Oak Technology Select Fund
43.3%
Shared20 holdings
Total28
AUM$843M
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WOGSX
White Oak Select Growth Fund
41.0%
Shared20 holdings
Total28
AUM$488M
Price$171.16
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
40.4%
Shared16 holdings
Total275
AUM$1.5B
Price$30.68
MAIPX
MAI Managed Volatility Fund
40.1%
Shared18 holdings
Total73
AUM$232M
Price$17.89
ABLOX
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38.9%
Shared18 holdings
Total78
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Price$25.03
DLCEX
Dana Large Cap Equity Fund
38.5%
Shared22 holdings
Total51
AUM$70M
Price$23.79
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
37.4%
Shared41 holdings
Total500
AUM$2.1B
Price$21.44
RLSIX
RiverPark Long/Short Opportunity Fd Inst
37.3%
Shared12 holdings
Total37
AUM$27M
Price$15.69
PRBLX
Parnassus Core Equity Fund
37.0%
Shared12 holdings
Total38
AUM$24.1B
Price$61.61
RPXFX
RiverParks Large Growth Fund Retail Shares
36.9%
Shared12 holdings
Total35
AUM$48M
Price$29.05
TRULX
T. Rowe Price U.S. Large-Cap Core Fund
36.9%
Shared17 holdings
Total76
AUM$18.2B
Price$48.82
PBFDX
Payson Total Return Fund
36.8%
Shared9 holdings
Total28
AUM$330M
Price$44.22
VFTNX
Vanguard FTSE Social Index Fund Institutional Shares
36.6%
Shared33 holdings
Total386
AUM$28.3B
Price$53.44
BGRWX
Barrett Growth Fund
36.4%
Shared10 holdings
Total28
AUM$22M
Price$28.29
SPFFX
Sphere 500 Climate Fund
36.2%
Shared35 holdings
Total366
AUM$45M
Price$34.59
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WSBFX | $141M | 43 | 33.4% | 11.0 | 3.4 | 3.8 | 36.2% | 35.0% | 1.45% | +21.2% | +24.4% | 56.6 | 6.3 |
| WSEFX | $225M | 48 | 50.2% | 11.2 | 3.5 | 4.1 | 36.6% | 36.4% | 1.53% | +17.3% | +25.6% | 59.4 | 6.3 |
| BTBFX | $512M | 49 | 34.7% | 11.8 | 3.2 | 3.6 | 30.6% | 31.0% | 1.61% | +17.6% | +25.2% | 60.0 | 6.2 |
| BTEFX | $245M | 52 | 45.0% | 12.5 | 3.5 | 4.0 | 32.3% | 31.6% | 1.49% | +20.4% | +24.0% | 57.7 | 6.1 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| WOGSX | $488M | 28 | 145.1% | 16.7 | 4.9 | 4.7 | 34.2% | 28.4% | 1.36% | +17.5% | +39.0% | 58.1 | 6.2 |
| QQQX | $1.5B | 275 | 55.1% | 13.8 | 4.3 | 4.3 | 36.5% | 31.1% | 0.86% | +24.8% | +49.8% | 57.7 | 6.0 |
| MAIPX | $232M | 73 | 29.1% | 14.7 | 3.9 | 3.8 | 30.1% | 25.9% | 1.66% | +25.4% | +38.8% | 50.7 | 6.1 |
| ABLOX | $72M | 78 | 33.2% | 7.8 | 2.5 | 2.8 | 36.8% | 36.3% | 1.95% | +20.8% | +38.9% | 58.0 | 6.5 |