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SIBLX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$26.61
Change
+$0.42 (+1.60%)
Net Assets
873.92M

SIBLX Touchstone Balanced Y Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks capital appreciation and current income. 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.

Market Cap

The average market capitalization across the Touchstone Balanced Y MF is 1.89T. The market cap for tickers in the group ranges from 451.47B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is UNH at 451.47B.

Volume

The average weekly volume growth across all stocks in the Touchstone Balanced Y MF was 3%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 59%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 43
P/E Growth Rating: 72
Price Growth Rating: 61
SMR Rating: 31
Profit Risk Rating: 28
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

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
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SIBLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SIBLX has been closely correlated with RLEFX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SIBLX jumps, then RLEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SIBLX
1D Price
Change %
SIBLX100%
N/A
RLEFX - SIBLX
89%
Closely correlated
N/A
FBONX - SIBLX
88%
Closely correlated
N/A
RAMHX - SIBLX
88%
Closely correlated
N/A
FBAFX - SIBLX
88%
Closely correlated
N/A
RLBGX - SIBLX
87%
Closely correlated
N/A
More