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Touchstone Balanced C (SBACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
26.41+0.15 (+0.57%)
At close: 08:05AM EDT

Touchstone Balanced C

Cincinnati OH 45202

303 Broadway, Suite 1100

Touchstone Strategic Trust

800-543-0407
Management Information
Austin R Kummer,Lead Manager since October 29, 2017
Austin Kummer is a vice president and senior portfolio manager, focused on portfolio management and research functions within several strategies, including Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. Kummer joined the firm in 2013. Prior to becoming a portfolio manager, he was primarily focused on investment grade credit research. Kummer received a BBA from Ohio University in Finance and Business Economics and an MBA in Finance from Xavier University. He is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyTouchstone
Net Assets898.66M
YTD Return2.90%
Yield0.53%
Morningstar Rating★★★★
Inception DateAug 26, 2007

Fund Operations

Last Dividend0.14
Last Cap Gain16.00
Holdings Turnover57.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSBACXCategory Average
Annual Report Expense Ratio (net)0.80%0.84%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A