Morningstar

Touchstone Balanced Fund Class C SBACX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $31.43  /  −0.06 %
  • Fund Size $987.1M
  • Adjusted Expense Ratio 1.760%
  • Net Expense Ratio 1.760%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.52%
  • Turnover Ratio 88%
NAV and 1-Day Return as of

Morningstar’s Analysis SBACX

Will SBACX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SBACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Balanced C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SBACX

More SBACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.06 60M
Technology

Alphabet Inc Class C

5.72 57M
Communication Services

NVIDIA Corp

5.25 52M
Technology

Apple Inc

4.93 49M
Technology

Meta Platforms Inc Class A

4.52 45M
Communication Services

Amazon.com Inc

3.99 40M
Consumer Cyclical

United States Treasury Notes 3.5%

2.61 26M
Government

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.22 22M
Technology

United States Treasury Bonds 5.125%

2.00 20M
Government

Applied Materials Inc

1.84 18M
Technology

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