Morningstar

Touchstone Balanced Fund Class R6 TBARX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 30.57  /  −0.84 %
  • Total Assets 991.4M
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.65%
  • Turnover 82%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:40 AM GMT+0

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 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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NVIDIA Corp

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Amazon.com Inc

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Meta Platforms Inc Class A

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Applied Materials Inc

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Taiwan Semiconductor Manufacturing Co Ltd ADR

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United States Treasury Notes 3.5%

1.95 19M
Government

Visa Inc Class A

1.77 17M
Financial Services

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