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Touchstone Balanced Fund Class A SEBLX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

SEBLX compared with its replication portfolio
MeasureSEBLXReplication
Annualized growth6.6%7.9%
Annualized volatility11.0%11.8%
Sharpe ratio0.630.70
Maximum drawdown21.7%24.3%
Replication fit (R²)0.95 · Tracking error 2.5%

Replication portfolio

The published portfolio below is the investable basket used to model SEBLX’s historical return behavior.

SEBLX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap38.1%
MBBFI · MBS20.6%
VCITFI · IG Credit17.7%
VUGStyle · Growth12.9%
VOXSector · Communication10.7%