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SIBLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Touchstone Balanced Y (SIBLX) Ownership - Who owns Touchstone Balanced Y?

The investment seeks capital appreciation and current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SIBLX

Net Assets

976M

Fund Existence

almost 18 years

Turnover

70.00

Total Expense Ratio

0.79

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.79

Assets in Top Ten Holdings

292M

Average Credit Quality

Average Effective Duration

6.48

Average Effective Maturity

9.36

Fund of Funds

Fund Share Class Net Assets

295M

Fund Type

OpenEnd

Index Fund

Management Fee

0.48

Modified Duration

6.14

No Load Fund

Yes

Number of Long Holdings

307.00

Number of Net Holdings

307.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

34.74%

Gain YTD

7.443

Annual Yield % from dividends

1.59

Returns for 1 year

14.56

Returns for 3 years

36.13

Returns for 5 years

36.08

Returns for 10 years

71.08

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details