Touchstone Balanced Fund Class Y

Frequently Asked Questions About SIBLX

What does SIBLX invest in?

The Touchstone Balanced Fund Class Y endeavors to achieve its financial targets by primarily investing in a broad range of stocks and bonds. Its portfolio management strategy typically involves allocating 60% of its assets to equities and the remaining 40% to fixed-income securities. When selecting companies for its equity holdings, the fund generally focuses on larger entities that boast a market capitalization greater than $5 billion at the point of purchase. For its fixed-income component, the fund concentrates on various debt instruments, including mortgage-backed securities, asset-backed securities, government bonds (both domestic U.S. and international sovereign debt), and corporate bonds.

What is the expense ratio of SIBLX?

Touchstone Balanced Fund Class Y (SIBLX) charges an expense ratio of 0.77%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SIBLX?

Touchstone Balanced Fund Class Y (SIBLX) manages $982.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SIBLX actively managed or an index fund?

SIBLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SIBLX launched?

Touchstone Balanced Fund Class Y (SIBLX) launched in August 2007 and is managed by the fund issuer.

How has SIBLX performed?

SIBLX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.