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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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26.740 +0.130 +0.49%

25/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 264.17M

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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 %	Short %
Cash	0.660	0.660	0.000
Shares	61.730	61.730	0.000
Bonds	37.500	37.540	0.040
Convertible	0.100	0.100	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.964	18.657
Price to Book	3.891	3.212
Price to Sales	3.040	2.241
Price to Cash Flow	15.305	12.352
Dividend Yield	1.318	1.957
5 Years Earnings Growth	10.875	11.234

Sector Allocation

Name	Net %	Category Average
Technology	33.490	23.786
Communication Services	16.040	7.573
Financial Services	13.180	15.733
Healthcare	12.600	12.806
Consumer Cyclical	8.750	10.082
Industrials	6.110	10.186
Consumer Defensive	4.110	6.000
Energy	2.370	4.951
Basic Materials	2.040	3.211
Real Estate	1.310	4.229

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 298

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.62	391.85	+1.17%
United States Treasury Notes 3.5%	-	5.51	-	-
Apple	US0378331005	5.24	209.28	+0.44%
Meta Platforms	US30303M1027	4.20	547.27	+2.65%
Alphabet C	US02079K1079	3.88	163.85	+1.47%
Amazon.com	US0231351067	3.70	188.99	+1.31%
United States Treasury Notes 4.25%	-	3.03	-	-
United States Treasury Bonds 4.125%	-	2.57	-	-
NVIDIA	US67066G1040	2.25	111.01	+4.30%
Berkshire Hathaway B	US0846707026	1.81	530.96	-0.13%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.59B	-4.53	6.60	9.23
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	1.95B	-3.66	7.57	12.30
Touchstone Focused Y	1.12B	-3.31	7.35	10.93
Sentinel Common Stock I	821.14M	-3.59	7.87	12.61

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Recent Quotes

Name	Price	Chg.	Chg. %
Sentinel Balanced.	26.740	+0.130	+0.49%
CFS FC Inv-Acadia.	3.832	+0.021	+0.54%
William Blair SIC.	501.560	+8.770	+1.78%
HELIUS LUX LONG B.	2.062	+0.049	+2.42%
Scotia Global SA .	3.337	+0.060	+1.84%
PowerShares 1-30 .	31.75	0.00	0.00%
DFA US Large Cap .	30.50	-0.14	-0.46%
UBI SICAV - High .	11.302	+0.023	+0.20%