# Boston Trust Walden Balanced Fund

Boston Trust Walden Balanced Fund is a registered fund series of Boston Trust Walden Funds (series S000009923). Net assets $135.8M as of 2026-03-31.

## Profile

- Series ID: S000009923
- Registrant: Boston Trust Walden Funds
- LEI: 254900Z3C8YYWL08YJ66
- Net assets: $135.8M
- Total assets: $136.0M
- As of: 2026-03-31

## Advisers

- [Boston Trust Walden Inc. (Advisor)](https://search.stillhousedata.com/firm/111266)

## Top holdings (77 reported)

_Showing 15 of 77 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CHT1) | — | $10.6M | 776.84% |
| [United States Treasury Bonds](https://search.stillhousedata.com/security/912810TS7) | — | $8.8M | 645.57% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $8.0M | 591.39% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $6.8M | 501.66% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $4.9M | 359.86% |
| [Applied Materials Inc.](https://search.stillhousedata.com/security/038222105) | — | $4.3M | 317.77% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $4.2M | 307.59% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CLE9) | — | $4.2M | 306.70% |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $3.8M | 282.82% |
| [Costco Wholesale Corporation](https://search.stillhousedata.com/security/22160K105) | — | $3.6M | 264.06% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CFF3) | — | $3.6M | 263.48% |
| [Hubbell Incorporated](https://search.stillhousedata.com/security/443510607) | — | $3.4M | 252.87% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K107) | — | $3.3M | 239.99% |
| [ConocoPhillips](https://search.stillhousedata.com/security/20825C104) | — | $3.0M | 219.85% |
| [Chubb Ltd. Switzerland](https://search.stillhousedata.com/security/H1467J104) | — | $2.8M | 205.98% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $135.8M |
| 2025-12-31 | $148.7M |
| 2025-09-30 | $156.7M |
| 2025-06-30 | $153.3M |
| 2025-03-31 | $151.7M |
| 2024-12-31 | $157.7M |
| 2024-09-30 | $166.1M |
| 2024-06-28 | $161.5M |

## More

- [Registrant: Boston Trust Walden Funds](https://search.stillhousedata.com/registrant/882748)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000009923.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.