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Touchstone Balanced Y SIBLX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 25.77  /  +0.31 %
  • Total Assets 909.8 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.51%
  • Turnover 57%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SIBLX

Will SIBLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Touchstone Balanced Y's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings SIBLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.10 52.9 Mil
Technology

Apple Inc

4.83 41.9 Mil
Technology

Alphabet Inc Class C

3.49 30.3 Mil
Communication Services

Dreyfus Government Cash Mgmt Instl

3.31 28.7 Mil
Cash and Equivalents

Amazon.com Inc

3.18 27.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.97 25.8 Mil
Communication Services

Berkshire Hathaway Inc Class B

2.77 24.0 Mil
Financial Services

United States Treasury Notes 4.875%

2.68 23.3 Mil
Government

United States Treasury Notes 3.5%

2.40 20.8 Mil
Government

UnitedHealth Group Inc

1.96 17.0 Mil
Healthcare