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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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28.910 0.000 0.00%

27/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Touchstone

Asset Class: Equity

Morningstar Rating:
Total Assets: 288.42M

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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	18.531
Price to Book	3.733	3.217
Price to Sales	2.993	2.203
Price to Cash Flow	13.647	12.193
Dividend Yield	1.332	1.943
5 Years Earnings Growth	9.401	11.024

Sector Allocation

Name	Net %	Category Average
Technology	31.730	23.943
Communication Services	15.320	7.513
Financial Services	14.100	15.898
Healthcare	13.770	12.977
Consumer Cyclical	8.560	9.980
Industrials	5.570	10.167
Consumer Defensive	4.850	6.083
Energy	2.720	4.942
Basic Materials	2.020	3.179
Real Estate	1.330	3.399

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 307

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 3.5%	-	5.78	-	-
Microsoft	US5949181045	5.16	499.04	+0.63%
Apple	US0378331005	4.67	200.09	-0.49%
Meta Platforms	US30303M1027	4.26	740.28	+0.91%
Amazon.com	US0231351067	3.30	220.72	-1.16%
Alphabet C	US02079K1079	3.28	177.10	-0.66%
NVIDIA	US67066G1040	2.25	158.15	+0.25%
United States Treasury Bonds 4.125%	-	2.21	-	-
Visa A	US92826C8394	1.94	352.98	+1.25%
Berkshire Hathaway B	US0846707026	1.88	485.13	-0.11%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.82B	-2.32	8.60	9.52
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	2.19B	-0.06	12.59	12.50
Touchstone Focused Y	1.24B	0.47	12.41	10.87
Sentinel Common Stock I	924.57M	0.06	12.89	12.80

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