Nasdaq - Delayed Quote • USD
Touchstone Balanced A (SEBLX)
At close: April 26 at 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.00% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 63 |
| Number of Years Down | 22 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SEBLX | Category Average | SEBLX | Category Average | SEBLX | Category Average | |
| Alpha | 1.99 | -0.01 | 3 | -0.01 | 2.21 | -0 |
| BETA | 1 | 0.01 | 1.01 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.84 | 0.01 | 0.71 | 0.01 |
| R-squared | 93.56 | 0.93 | 93.25 | 0.92 | 92.18 | 0.92 |
| Standard Deviation | 12.84 | 0.13 | 12.95 | 0.1 | 10.43 | 0.09 |
| Sharpe Ratio | 0.19 | 0.01 | 0.61 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 1.68 | 0.09 | 7.39 | 0.09 | 6.71 | 0.07 |
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