Touchstone Balanced Fund Class A
SEBLX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- Jan 2, 1980
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone Balanced Fund Class A (SEBLX) is a moderate allocation mutual fund that seeks capital appreciation and current income through a diversified portfolio of equity securities and fixed-income instruments. The fund primarily invests approximately 60% in equities, focusing on large-cap blend stocks across sectors such as technology, communication services, financial services, healthcare, and consumer cyclical; and 40% in fixed-income securities, including U.S. Treasury notes, investment-grade debt, mortgage-backed securities, asset-backed securities, non-investment grade debt, preferred stocks, and U.S. government agency securities, with minor allocations to non-U.S. stocks, non-U.S. bonds, cash, and other assets. Share classes include Class A (SEBLX, 5.00% front-end load, 0.99% net expense ratio), Class C (SBACX), Class Y (SIBLX), and Class R6 (TBARX); the fund is available to U.S. investors with a minimum initial investment of $2,500 for Class A shares. Touchstone Investments, the fund sponsor and a subsidiary of Western & Southern Financial Group, oversees the fund from its headquarters in Cincinnati, Ohio, where it has offered actively managed mutual funds since 1994. The Touchstone Balanced Fund traces its inception to November 15, 1938, with current portfolio management led by Daniel Carter, James Wilhelm, and Austin Kummer since October 30, 2017; total net assets stand at approximately $965 million, with the Class A share class comprising $597 million. Funds are distributed nationally through intermediaries by Touchstone Securities, Inc., a registered broker-dealer and FINRA/SIPC member. In July 2021, Touchstone Investments acquired select assets of AIG Life & Retirement's retail mutual fund business, reorganizing 12 AIG funds into existing or new Touchstone funds to expand its offerings. More recently, Touchstone made subadvisor and style adjustments on certain international funds, including replacing Fort Washington Investment Advisors with LSV Asset Management on one fund amid a portfolio manager retirement, while maintaining Fort Washington—another Western & Southern subsidiary—as its largest subadvisory partner overall. The firm continues strategic execution of asset allocation, sector weighting, active duration management, and fundamentally driven equity and credit analysis across its moderate allocation products.