SIBLX Mutual Fund
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 $312.5M in net assets. SIBLX expense ratio is 0.77%, holding 572 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-08-27.
SIBLX performance shows a YTD return of 6.46%. The 1-year return is 10.98% and the 5-year return is 6.64%. SIBLX dividend yield stands at 5.02%, paid quarterly.
SIBLX top holdings include Alphabet Inc. C (6.3%), Microsoft Corp (4.8%), Apple, Inc (4.7%), Nvidia Corp (4.6%), Amazon.Com Inc (3.9%). Go to all SIBLX holdings, SIBLX sectors, or SIBLX dividends.
SIBLX can be compared against other funds. Use SIBLX overlap to find shared positions, or SIBLX vs another fund for a side-by-side view. SIBLX alternatives are available via the screener, along with tax-loss harvesting opportunities.