SIBLX Mutual Fund

SIBLX Mutual Fund (Touchstone Balanced Fund Class Y) is managed by Touchstone Investments with $323.8M in net assets. SIBLX expense ratio is 0.77%, holding 518 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-08-27.

SIBLX performance shows a YTD return of 4.06%. The 1-year return is 10.06% and the 5-year return is 7.32%. SIBLX dividend yield stands at 5.14%, paid quarterly.

SIBLX 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 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.