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Touchstone Balanced C (SBACX)

25.40 -0.33 (-1.28%)
As of 8:05 AM EDT. Market Open.

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.

Touchstone Balanced C

Cincinnati OH 45202
303 Broadway, Suite 1100
800-543-0407

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Touchstone
Net Assets 909.61M
YTD Return 4.76%
Yield 0.56%
Morningstar Rating
Inception Date Oct 28, 2021

Fund Operations

Last Dividend 0.04
Last Cap Gain 16.00
Holdings Turnover 57.00%
Average for Category --

Fees & Expenses

Expense SBACX Category Average
Annual Report Expense Ratio (net) 0.66% 0.84%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 6.12% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Austin R Kummer, Lead Manager since October 30, 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.

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