Boston Trust Walden Balanced Fund(WSBFX)

美國基金

從投資組合中新增/移除新增至觀察名單

22.34 +0.04 +0.18%

08/01 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Boston Trust & Walden Funds

資產類別: 股票

晨星評級:
總資產: 157.68M

WSBFX綜觀

你可在本頁找到深入的Boston Trust Walden Balanced Fund公司檔案，包括WSBFX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Allocation--70% to 85% Equity

總資產

157.68M

費用

0.95%

基金成立

36329

聯絡資訊

地址 100 SUMMER STREET
Boston,MA 43229
United States

電話 617-814-1215

網絡 www.btim.com

主要管理層

名稱	主旨	成立於	直至
Stephen J. Amyouny	Portfolio Manager	2021	now
自傳	https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Tchintcia S. Barros	Portfolio Manager	2021	now
自傳	https://www.bostontrustwalden.com/people/tchintcia-barros/
Sean A. Cameron	Portfolio Manager	2021	now
自傳	https://www.bostontrustwalden.com/people/sean-cameron/
William Apfel	-	2012	2021
自傳	https://www.bostontrustwalden.com/people/william-h-apfel-cfa/
Stephen K. Moody	Portfolio Manager	1999	2012
自傳	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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