C
Touchstone Balanced Fund Class Y SIBLX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SIBLX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info SIBLX-NASDAQ Click to
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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 SIBLX-NASDAQ Click to
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Fund Name Touchstone Balanced Fund Class Y
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Balanced
Inception Date Aug 27, 2007
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares SIBLX-NASDAQ Click to
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Dividend Yield 1.61%
Dividend SIBLX-NASDAQ Click to
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Dividend Yield (Forward) 1.33%
Asset Allocation SIBLX-NASDAQ Click to
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Cash 1.54%
Stock 61.14%
U.S. Stock 59.55%
Non-U.S. Stock 1.59%
Bond 37.11%
U.S. Bond 34.15%
Non-U.S. Bond 2.96%
Preferred 0.09%
Convertible 0.11%
Other Net 0.00%
Price History SIBLX-NASDAQ Click to
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7-Day Total Return 0.44%
30-Day Total Return 3.67%
60-Day Total Return 5.23%
90-Day Total Return 13.68%
Year to Date Total Return 6.86%
1-Year Total Return 12.19%
2-Year Total Return 24.82%
3-Year Total Return 41.72%
5-Year Total Return 55.19%
Price SIBLX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV SIBLX-NASDAQ Click to
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Nav $29.30
1-Month Low NAV $28.32
1-Month High NAV $29.30
52-Week Low NAV $25.25
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $29.30
52-Week High Price (Date) Jul 18, 2025
Beta / Standard Deviation SIBLX-NASDAQ Click to
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Beta 0.70
Standard Deviation 11.86
Balance Sheet SIBLX-NASDAQ Click to
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Total Assets 965.57M
Operating Ratios SIBLX-NASDAQ Click to
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Expense Ratio 0.79%
Turnover Ratio 70.00%
Performance SIBLX-NASDAQ Click to
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Last Bull Market Total Return 14.38%
Last Bear Market Total Return -12.94%