Morningstar

Touchstone Balanced Fund Class R6 TBARX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $31.05  /  −0.10 %
  • Fund Size $987.1M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.630%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.62%
  • Turnover Ratio 88%
NAV and 1-Day Return as of

Morningstar’s Analysis TBARX

Will TBARX 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 TBARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBARX 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 TBARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Balanced R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TBARX

More TBARX 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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