Touchstone Balanced Fund Class C (SBACX) Research
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.
Market snapshot
- Symbol
- SBACX
- Price
- $30.78
- Day change
- +0.72%
- Market cap
- $1.0B
- 52-week range
- 28.07-31.49
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Sustainable Adg Lg Cp Cr A (BIRAX)
- BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
- Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
- BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
- Touchstone Balanced Fund Class A (SEBLX)
- Touchstone Balanced Fund Class Y (SIBLX)
Open Touchstone Balanced Fund Class C (SBACX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.