Touchstone Balanced Fund Class A (SEBLX) Research

This fund aims to generate capital growth over time while also providing a consistent income stream. It pursues these objectives by primarily investing in a diversified mix of both equity and fixed-income assets. The investment strategy allocates 60% of its holdings to stocks and 40% to bond-based securities. For its equity exposure, the fund typically targets companies with market capitalizations exceeding $5 billion at the time of acquisition. The fixed-income portion predominantly consists of various bonds, including mortgage-related securities, asset-backed securities, government debt (both domestic U.S. and international sovereign bonds), and corporate debt instruments.

Market snapshot

Symbol
SEBLX
Price
$30.78
Day change
+0.72%
Market cap
$1.0B
52-week range
28.05-31.46
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Sustainable Adg Lg Cp Cr A (BIRAX)
  • BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
  • Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
  • Franklin Corefolio Allocation Fund Class C (FTCLX)
  • BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
  • BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
  • Touchstone Balanced Fund Class C (SBACX)
  • Touchstone Balanced Fund Class Y (SIBLX)

Open Touchstone Balanced Fund Class A (SEBLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.