Touchstone Balanced Fund Class R6
TBARX
NASDAQ
| Weiss Ratings | TBARX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | TBARX-NASDAQ | Click to Compare |
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| Provider | Touchstone | |||
| Manager/Tenure (Years) | Daniel Carter (7), Austin R Kummer (7), James E. Wilhelm (7) | |||
| Website | http://www.touchstoneinvestments.com | |||
| Fund Information | TBARX-NASDAQ | Click to Compare |
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| Fund Name | Touchstone Balanced Fund Class R6 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Oct 28, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 50,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | TBARX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.68% | |||
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| Dividend Yield (Forward) | 1.29% | |||
| Asset Allocation | TBARX-NASDAQ | Click to Compare |
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| Cash | 1.54% | |||
| Stock | 62.56% | |||
| U.S. Stock | 61.11% | |||
| Non-U.S. Stock | 1.45% | |||
| Bond | 35.66% | |||
| U.S. Bond | 32.95% | |||
| Non-U.S. Bond | 2.71% | |||
| Preferred | 0.11% | |||
| Convertible | 0.14% | |||
| Other Net | 0.00% | |||
| Price History | TBARX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.02% | |||
| 30-Day Total Return | 2.20% | |||
| 60-Day Total Return | 4.33% | |||
| 90-Day Total Return | 8.13% | |||
| Year to Date Total Return | 11.57% | |||
| 1-Year Total Return | 13.06% | |||
| 2-Year Total Return | 34.02% | |||
| 3-Year Total Return | 51.44% | |||
| 5-Year Total Return | 56.33% | |||
| Price | TBARX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | TBARX-NASDAQ | Click to Compare |
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| Nav | $30.55 | |||
| 1-Month Low NAV | $29.59 | |||
| 1-Month High NAV | $30.55 | |||
| 52-Week Low NAV | $25.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.55 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | TBARX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 11.17 | |||
| Balance Sheet | TBARX-NASDAQ | Click to Compare |
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| Total Assets | 990.76M | |||
| Operating Ratios | TBARX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.64% | |||
| Turnover Ratio | 82.00% | |||
| Performance | TBARX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.46% | |||
| Last Bear Market Total Return | -12.90% | |||