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.
Touchstone Balanced Fund Class C SBACX
- NAV / 1-Day Return 30.56 / +1.21 %
- Total Assets 983.2M
-
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 0.55%
- Turnover 82%
USD | NAV as of Jun 15, 2026 | 1-Day Return as of Jun 15, 2026, 10:48 PM 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 5.66 | 53M | Communication Services |
Apple Inc | 5.00 | 47M | Technology |
Microsoft Corp | 4.97 | 47M | Technology |
NVIDIA Corp | 4.22 | 40M | Technology |
Meta Platforms Inc Class A | 3.99 | 37M | Communication Services |
Amazon.com Inc | 3.53 | 33M | Consumer Cyclical |
United States Treasury Notes 3.5% | 3.11 | 29M | Government |
United States Treasury Notes 3.625% | 2.16 | 20M | Government |
Exxon Mobil Corp | 1.89 | 18M | Energy |
Johnson & Johnson | 1.84 | 17M | Healthcare |
United States