Morningstar

Touchstone Balanced Fund Class C SBACX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 31.55  /  +0.51 %
  • Total Assets 995.3M
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.52%
  • Turnover 88%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

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.

by Morningstar Automated Analysis
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 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

6.26 62M
Communication Services

Microsoft Corp

4.77 47M
Technology

Apple Inc

4.72 46M
Technology

NVIDIA Corp

4.64 46M
Technology

Amazon.com Inc

3.85 38M
Consumer Cyclical

Meta Platforms Inc Class A

3.75 37M
Communication Services

Applied Materials Inc

2.62 26M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.35 23M
Technology

United States Treasury Notes 3.5%

1.95 19M
Government

Visa Inc Class A

1.77 17M
Financial Services

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