SEBLX Mutual Fund

SEBLX Mutual Fund (Touchstone Balanced Fund Class A) is managed by Touchstone Investments with $621.2M in net assets. SEBLX expense ratio is 0.99%, holding 518 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1938-11-15.

SEBLX performance shows a YTD return of 3.93%. The 1-year return is 9.81% and the 5-year return is 7.08%. SEBLX dividend yield stands at 4.87%, paid quarterly.

SEBLX top holdings include Alphabet Inc. C (5.7%), Apple, Inc (5.0%), Microsoft Corp (5.0%), Nvidia Corp. (4.2%), Meta Platforms, Inc. (4.0%). Go to all SEBLX holdings, SEBLX sectors, or SEBLX dividends.

SEBLX can be compared against other funds. Use SEBLX overlap to find shared positions, or SEBLX vs another fund for a side-by-side view. SEBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.