Sentinel Balanced Fund Quote
| SIBLX Fund | USD 27.58 0.02 0.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sentinel Balanced is trading at 27.58 as of the 21st of March 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 27.56. Sentinel Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60 percent of its assets in Equity, and allocate 40 percent of its assets in Fixed-Income. More on Sentinel Balanced Fund
Moving together with Sentinel Mutual Fund
Sentinel Mutual Fund Highlights
| Fund Concentration | Touchstone Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Touchstone, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Sentinel Balanced Fund [SIBLX] is traded in USA and was established 21st of March 2025. Sentinel Balanced is listed under Touchstone category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Touchstone family. This fund at this time has accumulated 812.56 M in assets with minimum initial investment of 2.5 K. Sentinel Balanced is currently producing year-to-date (YTD) return of 0.47% with the current yeild of 0.02%, while the total return for the last 3 years was 7.14%.
Check Sentinel Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sentinel Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sentinel Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sentinel Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sentinel Balanced Fund Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| TRV | The Travelers Companies | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| V | Visa Class A | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology |
Sentinel Balanced Risk Profiles
| Mean Deviation | 0.4855 | |||
| Standard Deviation | 0.6397 | |||
| Variance | 0.4092 | |||
| Risk Adjusted Performance | (0.06) |
Sentinel Balanced Against Markets
Other Information on Investing in Sentinel Mutual Fund
Sentinel Balanced financial ratios help investors to determine whether Sentinel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sentinel with respect to the benefits of owning Sentinel Balanced security.
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