SIBLX Mutual Fund
SIBLX Mutual Fund
Touchstone Balanced Fund Class Y
SIBLX Mutual Fund Overview
SIBLX Mutual Fund (Touchstone Balanced Fund Class Y) is managed by Touchstone Investments with $312.4M in net assets. SIBLX expense ratio is 0.77%, holding 518 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2007-08-27.
SIBLX performance shows a YTD return of 2.30%. The 1-year return is 13.86% and the 5-year return is 7.29%. SIBLX dividend yield stands at 5.23%, paid quarterly.
SIBLX top holdings include Alphabet Inc. C (5.7%), Apple Inc (5.0%), Microsoft Corp 4.100 Feb 06 37 (5.0%), Nvidia Corp. (4.2%), Meta Platforms, Inc. (4.0%). View all SIBLX holdings, sector breakdown, or dividend history.
SIBLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.