Touchstone Balanced Fund Class A
SEBLX
NASDAQ
| Weiss Ratings | SEBLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SEBLX-NASDAQ | Click to Compare |
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| Provider | Touchstone | |||
| Manager/Tenure (Years) | Daniel Carter (8), Austin R Kummer (8), James E. Wilhelm (8) | |||
| Website | http://www.touchstoneinvestments.com | |||
| Fund Information | SEBLX-NASDAQ | Click to Compare |
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| Fund Name | Touchstone Balanced Fund Class A | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Nov 15, 1938 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SEBLX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.37% | |||
| Dividend | SEBLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.05% | |||
| Asset Allocation | SEBLX-NASDAQ | Click to Compare |
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| Cash | 1.33% | |||
| Stock | 64.34% | |||
| U.S. Stock | 62.61% | |||
| Non-U.S. Stock | 1.73% | |||
| Bond | 34.12% | |||
| U.S. Bond | 31.67% | |||
| Non-U.S. Bond | 2.45% | |||
| Preferred | 0.10% | |||
| Convertible | 0.12% | |||
| Other Net | 0.00% | |||
| Price History | SEBLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.35% | |||
| 30-Day Total Return | -3.45% | |||
| 60-Day Total Return | -5.26% | |||
| 90-Day Total Return | -4.38% | |||
| Year to Date Total Return | -4.41% | |||
| 1-Year Total Return | 12.44% | |||
| 2-Year Total Return | 17.55% | |||
| 3-Year Total Return | 35.40% | |||
| 5-Year Total Return | 32.88% | |||
| Price | SEBLX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SEBLX-NASDAQ | Click to Compare |
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| Nav | $28.74 | |||
| 1-Month Low NAV | $28.05 | |||
| 1-Month High NAV | $29.98 | |||
| 52-Week Low NAV | $25.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.46 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | SEBLX-NASDAQ | Click to Compare |
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| Beta | 0.68 | |||
| Standard Deviation | 8.97 | |||
| Balance Sheet | SEBLX-NASDAQ | Click to Compare |
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| Total Assets | 939.52M | |||
| Operating Ratios | SEBLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.99% | |||
| Turnover Ratio | 82.00% | |||
| Performance | SEBLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.24% | |||
| Last Bear Market Total Return | -12.98% | |||