Boston Trust Walden Balanced Fund
Shareclass
Boston Trust Walden Balanced (WSBFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Boston Trust Walden Balanced Fund
FUND COVERAGE
# of holdings44
% of assets69%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.72%$1.1M
- 2. JPMorgan Chase & Co3.48%$5.33M
- 3. Accenture PLC Class A1.73%$2.65M
- 4. PepsiCo Inc0.97%$1.49M
- 5. Johnson & Johnson0.93%$1.43M
- 6. Microsoft Corp8.28%$12.67M
- 7. Merck & Co Inc0.67%$1.03M
- 8. ConocoPhillips1.46%$2.24M
- 9. Stryker Corp2.37%$3.62M
- 10. AptarGroup Inc0.61%$933,109
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hubbell Inc1.97%$3.02M
- 2. Ross Stores Inc1.25%$1.91M
- 3. Applied Materials Inc1.33%$2.03M
- 4. Costco Wholesale Corp2.22%$3.4M
- 5. Donaldson Co Inc0.69%$1.06M
- 6. Booking Holdings Inc0.82%$1.26M
- 7. The Cooper Companies Inc0.52%$788,858
- 8. United Parcel Service Inc Class B0.53%$808,820
- 9. AutoZone Inc2.14%$3.27M
- 10. Analog Devices Inc0.67%$1.03M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager survey
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Boston Trust Walden Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4
$27.54M
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$26.8M
18%
Borders high risk
0
$0
0%
Total
5
$30.19M
20%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$12.67M
8.28%
2.
Alphabet Inc Class C
:$7.86M
5.14%
3.
Alphabet Inc Class A
:$3.62M
2.37%
4.
Costco Wholesale Corp
$3.4M
2.22%
5.
Accenture PLC Class A
:$2.65M
1.73%
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
Social
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