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 (7), Austin R Kummer (7), James E. Wilhelm (7) | |||
| 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 | 1.39% | |||
| Dividend | SEBLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.33% | |||
| Asset Allocation | SEBLX-NASDAQ | Click to Compare |
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| Cash | 1.54% | |||
| Stock | 61.14% | |||
| U.S. Stock | 59.55% | |||
| Non-U.S. Stock | 1.59% | |||
| Bond | 37.12% | |||
| U.S. Bond | 34.26% | |||
| Non-U.S. Bond | 2.86% | |||
| Preferred | 0.09% | |||
| Convertible | 0.11% | |||
| Other Net | 0.00% | |||
| Price History | SEBLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.66% | |||
| 30-Day Total Return | 2.51% | |||
| 60-Day Total Return | 4.83% | |||
| 90-Day Total Return | 0.50% | |||
| Year to Date Total Return | 1.22% | |||
| 1-Year Total Return | 9.34% | |||
| 2-Year Total Return | 22.62% | |||
| 3-Year Total Return | 29.26% | |||
| 5-Year Total Return | 50.32% | |||
| 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 | $28.16 | |||
| 1-Month Low NAV | $27.25 | |||
| 1-Month High NAV | $28.23 | |||
| 52-Week Low NAV | $25.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.96 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SEBLX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 12.32 | |||
| Balance Sheet | SEBLX-NASDAQ | Click to Compare |
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| Total Assets | 925.79M | |||
| Operating Ratios | SEBLX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.02% | |||
| Turnover Ratio | 70.00% | |||
| Performance | SEBLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.24% | |||
| Last Bear Market Total Return | -12.98% | |||