Touchstone Balanced Fund Class Y (SIBLX) Research
The Touchstone Balanced Fund Class Y endeavors to achieve its financial targets by primarily investing in a broad range of stocks and bonds. Its portfolio management strategy typically involves allocating 60% of its assets to equities and the remaining 40% to fixed-income securities. When selecting companies for its equity holdings, the fund generally focuses on larger entities that boast a market capitalization greater than $5 billion at the point of purchase. For its fixed-income component, the fund concentrates on various debt instruments, including mortgage-backed securities, asset-backed securities, government bonds (both domestic U.S. and international sovereign debt), and corporate bonds.
Market snapshot
- Symbol
- SIBLX
- Price
- $30.47
- Day change
- +0.69%
- Market cap
- $1.0B
- 52-week range
- 27.76-31.15
- 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 A (SEBLX)
Open Touchstone Balanced Fund Class Y (SIBLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.