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Touchstone Balanced Y (SIBLX)
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25.13 - YTD Return 5.07%
- Expense Ratio 0.66%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 16.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 909.61M
- Beta (5Y Monthly) 1.00
- Yield 1.51%
- 5y Average Return --
- Holdings Turnover 57.00%
- Last Dividend 0.10
- Inception Date Oct 28, 2021
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.
Touchstone
Fund Family
Allocation--50% to 70% Equity
Fund Category
909.61M
Net Assets
2021-10-28
Inception Date
Performance Overview: SIBLX
Trailing returns as of 4/26/2024. Category is Allocation--50% to 70% Equity.
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Holdings: SIBLX
Top 8 Holdings (28.36% of Total Assets)
Sector Weightings
SectorSIBLX
Technology 28.42%
Healthcare 15.96%
Communication Services 15.25%
Financial Services 14.13%
Consumer Cyclical 9.00%
Industrials 6.99%
Consumer Defensive 3.65%
Energy 3.07%
Basic Materials 2.43%
Real Estate 1.09%
Utilities 0.00%
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