Touchstone Balanced Fund Class C

Frequently Asked Questions About SBACX

What does SBACX invest in?

The fund's primary goals are capital appreciation and generating current income. It endeavors to meet these objectives by investing predominantly in a diversified mix of equity and fixed-income securities. The advisor anticipates allocating 60% of assets to equities and 40% to fixed income. Its equity investments typically target issuers with a market capitalization exceeding $5 billion at the point of purchase. The fixed-income component largely consists of various bonds, including mortgage-related securities, asset-backed instruments, U.S. and foreign sovereign government debt, and corporate bonds.

What is the expense ratio of SBACX?

Touchstone Balanced Fund Class C (SBACX) charges an expense ratio of 1.76%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SBACX?

Touchstone Balanced Fund Class C (SBACX) manages $982.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SBACX actively managed or an index fund?

SBACX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SBACX launched?

Touchstone Balanced Fund Class C (SBACX) launched in May 1998 and is managed by the fund issuer.

How has SBACX performed?

SBACX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.