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Touchstone Balanced C (SBACX)

25.97
-0.93
(-3.46%)
At close: 8:02:11 PM EDT
Loading Chart for SBACX
  • Previous Close 26.90
  • YTD Return -1.44%
  • Expense Ratio 1.78%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 917.22M
  • Beta (5Y Monthly) 0.99
  • Yield 0.64%
  • 5y Average Return --
  • Holdings Turnover 70.00%
  • Last Dividend 0.05
  • Inception Date Oct 28, 2021

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% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

Touchstone

Fund Family

Allocation--50% to 70% Equity

Fund Category

917.22M

Net Assets

2021-10-28

Inception Date

Performance Overview: SBACX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

SBACX
1.44%
Category
9.69%
 

1-Year Return

SBACX
5.55%
Category
27.06%
 

3-Year Return

SBACX
4.27%
Category
11.00%
 

5-Year Return

SBACX
10.15%
Category
10.26%
 

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Holdings: SBACX

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Sector Weightings

SectorSBACX
Technology   33.49%
Healthcare   12.60%
Industrials   6.11%
Energy   2.37%
Real Estate   1.31%
Utilities   0.00%

Recent News: SBACX

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Research Reports: SBACX

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