Nasdaq - Delayed Quote USD

Touchstone Balanced R6 (TBARX)

27.57
-0.32
(-1.15%)
At close: 8:07:15 AM EDT
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  • Previous Close 27.89
  • YTD Return -2.34%
  • Expense Ratio 0.64%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 894.09M
  • Beta (5Y Monthly) 0.97
  • Yield 1.82%
  • 5y Average Return --
  • Holdings Turnover 70.00%
  • Last Dividend 0.12
  • Inception Date Nov 15, 1938

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.

Touchstone

Fund Family

Allocation--50% to 70% Equity

Fund Category

894.09M

Net Assets

1938-11-15

Inception Date

More about Touchstone Balanced R6

Performance Overview: TBARX

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Trailing returns as of 5/20/2025. Category is Allocation--50% to 70% Equity.

YTD Return

TBARX
2.34%
Category
9.69%
 

1-Year Return

TBARX
9.76%
Category
27.06%
 

3-Year Return

TBARX
7.60%
Category
11.00%
 

5-Year Return

TBARX
9.09%
Category
10.26%
 

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PPIPX T. Rowe Price Spectrum Cnsrv Allc I
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Holdings: TBARX

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Sector Weightings

SectorTBARX
Technology   31.73%
Communication Services   15.32%
Financial Services   14.10%
Healthcare   13.77%
Consumer Cyclical   8.56%
Industrials   5.57%
Consumer Defensive   4.85%
Energy   2.72%
Basic Materials   2.02%
Real Estate   1.33%
Utilities   0.00%
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Recent News: TBARX

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Research Reports: TBARX

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