- What does SEBLX invest in?
- This fund aims to generate capital growth over time while also providing a consistent income stream. It pursues these objectives by primarily investing in a diversified mix of both equity and fixed-income assets. The investment strategy allocates 60% of its holdings to stocks and 40% to bond-based securities. For its equity exposure, the fund typically targets companies with market capitalizations exceeding $5 billion at the time of acquisition. The fixed-income portion predominantly consists of various bonds, including mortgage-related securities, asset-backed securities, government debt (both domestic U.S. and international sovereign bonds), and corporate debt instruments.
- What is the expense ratio of SEBLX?
- Touchstone Balanced Fund Class A (SEBLX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- What is SEBLX's dividend yield?
- SEBLX's trailing-twelve-month yield is 4.61%, calculated from the sum of dividends over the past year divided by the current price.
- What is the duration of SEBLX?
- Effective duration measures SEBLX's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. SEBLX's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of SEBLX?
- SEBLX's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of SEBLX?
- Yield to maturity (YTM) is the total return you'd earn from SEBLX if every bond in the portfolio is held to maturity at the current price. SEBLX's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
