SBACX – Touchstone Balanced C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIBLX	Touchstone Balanced Fund Class Y	No Load	Open			Aug 27, 2007	$315.05M	0.770%	Average	$2,500	−$13.74M
SEBLX	Touchstone Balanced Fund Class A	Front Load	Open			Nov 15, 1938	$603.87M	0.990%	Average	$2,500	−$49.36M
SBACX	Touchstone Balanced Fund Class C	Level Load	Open			May 4, 1998	$71.84M	1.760%	Above Average	$2,500	−$9.83M
TBARX	Touchstone Balanced Fund Class R6	Retirement, Large	Open			Oct 28, 2021	$4.57M	0.630%	Average	$50,000	−$3.02M

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