Share Class Assets Under Management Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Share Class Assets Under Management Data

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Date Value
September 11, 2026 77.21M
September 10, 2026 76.84M
September 09, 2026 77.18M
September 08, 2026 77.67M
September 04, 2026 78.01M
September 03, 2026 78.29M
September 02, 2026 77.74M
September 01, 2026 77.70M
August 31, 2026 78.32M
August 28, 2026 78.64M
August 27, 2026 78.78M
August 26, 2026 78.00M
August 25, 2026 78.18M
August 24, 2026 77.95M
August 21, 2026 78.05M
August 20, 2026 77.86M
August 19, 2026 78.63M
August 18, 2026 78.64M
August 17, 2026 78.96M
August 14, 2026 79.44M
August 13, 2026 80.15M
August 12, 2026 79.90M
August 11, 2026 79.82M
August 10, 2026 80.13M
August 07, 2026 80.19M
Date Value
August 06, 2026 79.77M
August 05, 2026 79.92M
August 04, 2026 79.88M
August 03, 2026 78.93M
July 31, 2026 77.82M
July 30, 2026 77.15M
July 29, 2026 76.29M
July 28, 2026 77.12M
July 27, 2026 76.77M
July 24, 2026 76.84M
July 23, 2026 76.80M
July 22, 2026 77.70M
July 21, 2026 77.81M
July 20, 2026 77.59M
July 17, 2026 77.65M
July 16, 2026 78.33M
July 15, 2026 78.87M
July 14, 2026 78.21M
July 13, 2026 77.77M
July 10, 2026 78.45M
July 09, 2026 78.36M
July 08, 2026 77.74M
July 07, 2026 77.78M
July 06, 2026 78.00M
July 02, 2026 77.51M

Share Class Assets Under Management (AUM) Definition

Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.

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Share Class Assets Under Management Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Share Class Assets Under Management Benchmarks

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Fidelity Balanced Fund 46.29B
Touchstone Balanced Fund Y 315.71M
Fidelity Puritan Fund 30.58B
Columbia Balanced Fund S 71.48M
State Farm Balanced Fund 2.792B

Share Class Assets Under Management Excel Add-In Codes

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Metric Code: assets_under_management
Latest Data Point: =YCP("M:SIBAX", "assets_under_management")
Last 5 Data Points: =YCS("M:SIBAX", "assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.