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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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30.820 -0.050 -0.16%

12/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 313.01M

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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	2.260	2.280	0.020
Shares	64.240	64.240	0.000
Bonds	33.260	33.290	0.030
Convertible	0.140	0.140	0.000
Preferred	0.100	0.100	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.077	19.099
Price to Book	4.373	3.327
Price to Sales	3.654	2.330
Price to Cash Flow	14.965	12.677
Dividend Yield	1.184	1.877
5 Years Earnings Growth	10.288	10.775

Sector Allocation

Name	Net %	Category Average
Technology	36.920	24.983
Communication Services	17.740	7.849
Financial Services	13.550	15.728
Healthcare	9.750	12.220
Consumer Cyclical	8.120	10.045
Industrials	5.500	10.218
Consumer Defensive	4.320	5.937
Energy	1.830	4.708
Real Estate	1.390	3.311
Basic Materials	0.880	3.168

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 507

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.50	511.48	+0.07%
Meta Platforms	US30303M1027	4.86	614.51	+0.90%
Apple	US0378331005	4.76	272.77	-0.26%
Alphabet C	US02079K1079	4.67	279.35	-2.81%
NVIDIA	US67066G1040	3.63	187.10	-3.46%
United States Treasury Notes 3.5%	-	3.57	-	-
Amazon.com	US0231351067	3.48	241.78	-0.99%
Oracle	US68389X1054	2.34	221.40	-2.46%
Goldman Sachs	US38141G1040	1.80	829.66	-1.11%
Visa A	US92826C8394	1.73	339.85	+0.28%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.63B	-0.13	11.29	10.35
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	2.32B	16.09	20.48	14.28
Touchstone Focused Y	1.32B	14.56	19.34	12.50
Sentinel Common Stock I	1.01B	16.32	20.80	14.58

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Recent Quotes

Name	Price	Chg.	Chg. %
Sentinel Balanced.	30.820	-0.050	-0.16%
BRZE/USD	0.011213	-0.000023	-0.20%
ATRLJb	33.39	+0.10	+0.30%
SMC2T	76.40	-2.20	-2.80%