Touchstone Balanced Fund Class Y
SIBLX
NASDAQ
| Weiss Ratings | SIBLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SIBLX-NASDAQ | Click to Compare |
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| Provider | Touchstone | |||
| Manager/Tenure (Years) | Daniel Carter (9), Austin R Kummer (9), James E. Wilhelm (9) | |||
| Website | http://www.touchstoneinvestments.com | |||
| Fund Information | SIBLX-NASDAQ | Click to Compare |
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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 Compare |
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| Dividend Yield | 1.51% | |||
| Dividend | SIBLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.93% | |||
| Asset Allocation | SIBLX-NASDAQ | Click to Compare |
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| Cash | 1.53% | |||
| Stock | 63.59% | |||
| U.S. Stock | 60.84% | |||
| Non-U.S. Stock | 2.75% | |||
| Bond | 34.84% | |||
| U.S. Bond | 32.21% | |||
| Non-U.S. Bond | 2.63% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 0.00% | |||
| Price History | SIBLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.93% | |||
| 30-Day Total Return | -1.25% | |||
| 60-Day Total Return | -2.41% | |||
| 90-Day Total Return | -2.07% | |||
| Year to Date Total Return | 4.30% | |||
| 1-Year Total Return | 5.85% | |||
| 2-Year Total Return | 20.26% | |||
| 3-Year Total Return | 44.72% | |||
| 5-Year Total Return | 33.79% | |||
| Price | SIBLX-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 | SIBLX-NASDAQ | Click to Compare |
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| Nav | $30.78 | |||
| 1-Month Low NAV | $30.71 | |||
| 1-Month High NAV | $31.54 | |||
| 52-Week Low NAV | $27.76 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $31.79 | |||
| 52-Week High Price (Date) | Sep 03, 2026 | |||
| Beta / Standard Deviation | SIBLX-NASDAQ | Click to Compare |
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| Beta | 0.67 | |||
| Standard Deviation | 8.97 | |||
| Balance Sheet | SIBLX-NASDAQ | Click to Compare |
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| Total Assets | 974.17M | |||
| Operating Ratios | SIBLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.77% | |||
| Turnover Ratio | 88.00% | |||
| Performance | SIBLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.36% | |||
| Last Bear Market Total Return | -12.94% | |||