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Morningstar

Touchstone Balanced C SBACX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 25.73  /  −0.12 %
  • Total Assets 889.0 Mil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.56%
  • Turnover 57%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis SBACX

Will SBACX outperform in 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.

Touchstone Balanced C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SBACX

More SBACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.15 55.9 Mil
Technology

Apple Inc

3.98 36.3 Mil
Technology

Meta Platforms Inc Class A

3.88 35.3 Mil
Communication Services

Alphabet Inc Class C

3.40 31.0 Mil
Communication Services

Amazon.com Inc

3.33 30.3 Mil
Consumer Cyclical

Dreyfus Government Cash Mgmt Instl

3.00 27.3 Mil
Cash and Equivalents

Berkshire Hathaway Inc Class B

2.86 26.0 Mil
Financial Services

United States Treasury Notes 4.375%

2.81 25.6 Mil
Government

United States Treasury Notes 4%

2.61 23.8 Mil
Government

UnitedHealth Group Inc

1.76 16.0 Mil
Healthcare