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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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27.850 +0.020 +0.07%

30/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 277.66M

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0P000093XS Holdings

Comprehensive information about top holdings and Key Holding Information for the Sentinel Balanced Fund Class I (0P000093XS) fund. Our Sentinel Balanced Fund Class I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.540	1.540
Shares	61.140	61.140
Bonds	37.120	37.120
Convertible	0.110	0.110
Preferred	0.090	0.090

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.759	18.446
Price to Book	3.733	3.223
Price to Sales	2.993	2.208
Price to Cash Flow	13.647	12.237
Dividend Yield	1.332	1.937
5 Years Earnings Growth	9.401	11.236

Sector Allocation

Name	Net %	Category Average
Technology	31.730	23.875
Communication Services	15.320	7.489
Financial Services	14.100	15.863
Healthcare	13.770	13.117
Consumer Cyclical	8.560	9.976
Industrials	5.570	10.128
Consumer Defensive	4.850	6.061
Energy	2.720	4.985
Basic Materials	2.020	3.179
Real Estate	1.330	3.397

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 308

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 3.5%	-	5.78	-	-
Microsoft	US5949181045	5.16	461.97	+0.35%
Apple	US0378331005	4.67	201.76	+0.45%
Meta Platforms	US30303M1027	4.26	671.12	+3.65%
Amazon.com	US0231351067	3.30	206.71	+0.83%
Alphabet C	US02079K1079	3.28	170.37	-1.43%
NVIDIA	US67066G1040	2.25	137.42	+1.69%
United States Treasury Bonds 4.125%	-	2.21	-	-
Visa A	US92826C8394	1.94	365.32	+0.04%
Berkshire Hathaway B	US0846707026	1.88	502.81	-0.23%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.77B	-5.70	7.84	9.31
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	2.07B	-6.05	9.91	11.95
Touchstone Focused Y	1.18B	-5.34	9.51	10.36
Sentinel Common Stock I	876.82M	-5.95	10.21	12.25

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