Touchstone Balanced Fund (SEBLX) Alternatives
Touchstone Balanced Fund (SEBLX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SEBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SEBLX
SEBLX charges 0.99% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SEBLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SEBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SEBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SEBLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SEBLX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SEBLX vs BWBIX |
Best Risk-Adjusted Alternatives to SEBLX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SEBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SEBLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SEBLX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SEBLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SEBLX vs PMAIX |
Top Performing SEBLX Alternatives (YTD)
SEBLX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SEBLX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SEBLX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SEBLX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SEBLX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SEBLX vs CONWX |
Lowest Volatility Alternatives to SEBLX
SEBLX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SEBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SEBLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SEBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SEBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SEBLX vs SICIX |
Lowest Drawdown Alternatives to SEBLX
SEBLX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SEBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SEBLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SEBLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SEBLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SEBLX vs SICIX |
Other Mutual Funds from Touchstone
Most popular Touchstone mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 21 | -3.86% | Sep 30, 2009 | SEBLX vs TSFIX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 7 | -7.96% | Jan 2, 2003 | SEBLX vs TMCPX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 22 | -10.24% | Jan 12, 1934 | SEBLX vs SENCX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 28 | -4.35% | Mar 1, 1993 | SEBLX vs SAGWX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 16 | -0.39% | Jul 9, 2014 | SEBLX vs TLCIX | |
| Touchstone Growth Opportunities Fund | Large Cap Growth Equities | 30 | -12.56% | Sep 29, 1995 | SEBLX vs TGVFX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 8 | -17.27% | Aug 11, 2000 | SEBLX vs PTSGX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 24 | -5.75% | Oct 3, 1994 | SEBLX vs TEGAX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 40 | -3.54% | Dec 18, 1997 | SEBLX vs TEQAX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 0.51% | Mar 1, 1994 | SEBLX vs TSDOX |
Often Compared With SEBLX
What investors most often compare with SEBLX, based on PortfoliosLab usage data.
Compare SEBLX with Any Fund or Stock
Compare SEBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.