Description

The Boston Trust Walden Balanced Fund maintains a broadly diversified portfolio comprising equities, bonds, and money market instruments. A core principle of its investment strategy dictates that a minimum of 25% of the fund's assets must be allocated to fixed-income securities, and another minimum of 25% to equity securities. The fixed-income component includes debt instruments such as U.S. government and agency obligations, corporate bonds, money market funds, and cash holdings. Meanwhile, its equity allocation encompasses both domestic and international common stocks.