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Touchstone Balanced Fund Class A: (MF: SEBLX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:01 PM ET

$30.55 USD

+0.06 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.72 86
3 months 4.00 46
6 months 4.40 80
1 Year 16.55 55
3 Year 13.11 58
5 Year 6.87 50
10 Year 9.96 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 80.33
Bear Market (10/07 - 2/09) -33.25
Bull Market (2/09 - 3/21) 496.14

Load Adjusted Returns as of May 31, 2026

1 Year 4.30
5 Year 4.92
10 Year 8.66
Since Inception 8.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.75 NA NA NA
2025 -1.21 7.08 5.28 1.99
2024 5.00 1.86 5.76 -0.04
2023 6.63 5.62 -3.60 8.83
2022 -4.64 -12.98 -4.96 6.32
2021 3.45 5.44 0.19 4.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.7213.5813.0818.16-16.1513.9618.7423.03-2.7415.697.57
% Total Return Rel to Index -4.23-4.63-11.94-8.082.04-14.720.34-8.461.64-6.10-4.35
% Total Return Rel to Peer -2.540.401.454.20-2.400.777.474.262.822.541.22
% Perf Quintile vs Peer* 5.003.003.001.004.003.001.001.001.001.002.00
% Dividends 0.090.410.380.310.210.100.230.290.310.230.26
% Yield 0.291.261.341.500.940.370.891.201.430.981.24
Capital Gains ($) 0.001.100.130.000.000.601.572.421.071.060.13
Expense Ratio 0.000.981.011.020.991.011.011.011.011.031.01

* 1 = Top 20%, 5 = Bottom 20%