Touchstone Balanced Fund Class Y (SIBLX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
30.39
-0.23 (-0.75%)
May 20, 2026, 8:07 AM EST
SIBLX Holdings Information
SIBLX is a mutual fund with a total of 519 individual holdings. The top holdings are Alphabet at 5.66%, Apple at 5.00%, Microsoft at 4.97%, NVIDIA at 4.22%, and Meta Platforms at 3.99%.
Total Holdings
519
Top 10 Percentage
36.38%
Asset Class
n/a
Fund Category
Allocation--50% to 70% Equity
Assets
991.55M
Forward PE Ratio
19.69
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | 5.66% |
| 2 | AAPL | Apple Inc. | 5.00% |
| 3 | MSFT | Microsoft Corporation | 4.97% |
| 4 | NVDA | NVIDIA Corporation | 4.22% |
| 5 | META | Meta Platforms, Inc. | 3.99% |
| 6 | AMZN | Amazon.com, Inc. | 3.53% |
| 7 | T.3.5 09.30.29 | United States Treasury Notes 3.5% | 3.11% |
| 8 | T.3.625 12.31.30 | United States Treasury Notes 3.625% | 2.16% |
| 9 | XOM | Exxon Mobil Corporation | 1.89% |
| 10 | JNJ | Johnson & Johnson | 1.84% |
| 11 | PM | Philip Morris International Inc. | 1.80% |
| 12 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 1.74% |
| 13 | V | Visa Inc. | 1.63% |
| 14 | TII.2.375 02.15.56 | United States Treasury Bonds 2.375% | 1.43% |
| 15 | SCHW | The Charles Schwab Corporation | 1.35% |
| 16 | ORCL | Oracle Corporation | 1.31% |
| 17 | AMAT | Applied Materials, Inc. | 1.30% |
| 18 | MKL | Markel Group Inc. | 1.26% |
| 19 | MDT | Medtronic plc | 1.24% |
| 20 | BA | The Boeing Company | 1.22% |
| 21 | BAC | Bank of America Corporation | 1.16% |
| 22 | DGCXX | Dreyfus Government Cash Management Fund | 1.16% |
| 23 | T.3.5 01.31.28 | United States Treasury Notes 3.5% | 1.11% |
| 24 | TXN | Texas Instruments Incorporated | 1.10% |
| 25 | BRK.B | Berkshire Hathaway Inc. | 1.05% |
As of Mar 31, 2026