Walden Asset Financials
| WSBFX Fund | USD 23.88 0.01 0.04% |
Walden |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Walden Asset Fund Summary
Walden Asset competes with Income Fund, HUMANA, Barloworld, Morningstar Unconstrained, and Thrivent High. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 25 percent of the funds assets invested in each of the following categories fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash and domestic and foreign equity securities, such as common stock.Specialization | Allocation--70% to 85% Equity, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1011567013 |
| Business Address | BOSTON TRUST WALDEN |
| Mutual Fund Family | Boston Trust Walden Funds |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 282 8782 |
| Currency | USD - US Dollar |
Walden Asset Key Financial Ratios
Walden Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Walden Asset's current stock value. Our valuation model uses many indicators to compare Walden Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Walden Asset competition to find correlations between indicators driving Walden Asset's intrinsic value. More Info.Walden Asset Management is presently regarded as number one fund in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Walden Asset Management is roughly 5.55 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Walden Asset's earnings, one of the primary drivers of an investment's value.Walden Asset Management Systematic Risk
Walden Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Walden Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Walden Asset Management correlated with the market. If Beta is less than 0 Walden Asset generally moves in the opposite direction as compared to the market. If Walden Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Walden Asset Management is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Walden Asset is generally in the same direction as the market. If Beta > 1 Walden Asset moves generally in the same direction as, but more than the movement of the benchmark.
Walden Asset November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Walden Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Walden Asset Management. We use our internally-developed statistical techniques to arrive at the intrinsic value of Walden Asset Management based on widely used predictive technical indicators. In general, we focus on analyzing Walden Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Walden Asset's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4331 | |||
| Information Ratio | (0.21) | |||
| Maximum Drawdown | 2.35 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.5657 |
Other Information on Investing in Walden Mutual Fund
Walden Asset financial ratios help investors to determine whether Walden Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Walden with respect to the benefits of owning Walden Asset security.
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