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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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29.920 +0.070 +0.23%

13/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 300.09M

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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	1.540	1.540	0.000
Shares	62.560	62.560	0.000
Bonds	35.650	35.700	0.050
Convertible	0.140	0.140	0.000
Preferred	0.110	0.110	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.963	18.993
Price to Book	4.146	3.282
Price to Sales	3.480	2.258
Price to Cash Flow	14.500	12.384
Dividend Yield	1.292	1.921
5 Years Earnings Growth	9.137	10.725

Sector Allocation

Name	Net %	Category Average
Technology	35.840	24.552
Communication Services	17.400	7.603
Financial Services	13.180	15.796
Healthcare	9.650	12.506
Consumer Cyclical	8.880	9.980
Industrials	4.890	10.255
Consumer Defensive	4.880	6.001
Energy	2.250	4.867
Basic Materials	1.750	3.143
Real Estate	1.280	3.365

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 529

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.50	520.58	-1.64%
Meta Platforms	US30303M1027	5.19	780.08	-1.26%
Apple	US0378331005	4.10	233.33	+1.60%
United States Treasury Notes 3.5%	-	3.70	-	-
Amazon.com	US0231351067	3.62	224.56	+1.40%
Alphabet C	US02079K1079	3.54	203.03	-0.55%
NVIDIA	US67066G1040	3.20	181.59	-0.86%
United States Treasury Notes 4%	-	2.27	-	-
Oracle	US68389X1054	2.01	244.18	-3.81%
Philip Morris	US7181721090	1.93	165.88	-1.61%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.82B	1.32	9.12	9.98
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	2.26B	9.36	15.99	13.49
Touchstone Focused Y	1.28B	9.08	15.31	11.80
Sentinel Common Stock I	961.98M	9.53	16.30	13.80

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