Nasdaq - Delayed Quote USD

Touchstone Balanced C (SBACX)

27.87
-0.32
(-1.14%)
As of 8:07:12 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Pershing FundCenter
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Institutional
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • DailyAccess Corporation Matrix
  • LPL SWM
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Touchstone
Net Assets 894.09M
YTD Return -2.73%
Yield 0.65%
Morningstar Rating
Inception Date Nov 15, 1938

Performance & Risk

YTD Return 0.96%
5y Average Return 8.42%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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