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SIBLX
Mutual Fund ticker: NASDAQ
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Touchstone Balanced Y (SIBLX) Ownership - Who owns Touchstone Balanced Y?

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

Profile

Category
Moderate Allocation
Address
Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati
Phone
800-543-0407
Web
www.touchstoneInvestments.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.79
Min. Initial Investment
2500.00
Fund Existence
about 18 years
Turnover
70.00
Front Load
N/A
Net Assets
992724540.00
Manager Tenure
N/A

Fundamentals

SIBLX
Net Assets
993M
Fund Existence
about 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
7
Average Effective Duration
N/A
Average Effective Maturity
9.12
Fund of Funds
No
Fund Share Class Net Assets
302M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.48
Modified Duration
5.76
No Load Fund
Yes
Number of Long Holdings
529.00
Number of Net Holdings
530.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
36.07%
Gain YTD
9.230
Annual Yield % from dividends
1.59
Returns for 1 year
10.99
Returns for 3 years
40.64
Returns for 5 years
33.94
Returns for 10 years
79.26
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These past five trading days, the mutual fund lost 0.00%.
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati
Phone
800-543-0407
Web
www.touchstoneInvestments.com