Nasdaq - Delayed Quote USD

Touchstone Balanced A (SEBLX)

25.56 +0.18 (+0.71%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
50,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameritas NTFN
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • HD Vest - Vest Advisor
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • LPL SWM
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Touchstone
Net Assets 909.61M
YTD Return 5.00%
Yield 1.28%
Morningstar Rating
Inception Date Oct 28, 2021

Performance & Risk

YTD Return 1.97%
5y Average Return 8.39%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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