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Touchstone Balanced Fund Class Y (0P000093XS)

US Funds

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27.380 +0.330 +1.22%

14/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 273.37M

Type: Fund

Market: United States

Issuer: Touchstone

Asset Class: Equity

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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	1.990	2.080	0.090
Stocks	63.140	63.140	0.000
Bonds	34.760	34.760	0.000
Convertible	0.110	0.110	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.727	18.783
Price to Book	3.950	3.250
Price to Sales	3.096	2.251
Price to Cash Flow	15.636	12.624
Dividend Yield	1.335	1.948
5 Years Earnings Growth	13.428	10.862

Sector Allocation

Name	Net %	Category Average
Technology	32.920	24.181
Communication Services	15.270	7.595
Healthcare	13.900	12.673
Financial Services	12.900	15.448
Consumer Cyclical	7.970	10.222
Industrials	6.370	10.199
Consumer Defensive	4.220	5.942
Energy	2.590	4.878
Basic Materials	2.460	3.178
Real Estate	1.400	4.260

Region Allocation

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 299

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.89	388.56	+2.58%
Apple	US0378331005	5.07	213.49	+1.82%
Meta Platforms	US30303M1027	4.21	607.60	+2.87%
Alphabet C	US02079K1079	3.50	167.62	+1.75%
Amazon.com	US0231351067	3.22	197.95	+2.09%
United States Treasury Notes 4%	-	2.55	-	-
Berkshire Hathaway B	US0846707026	2.27	514.60	+2.05%
United States Treasury Notes 4.625%	-	2.23	-	-
NVIDIA	US67066G1040	2.01	121.67	+5.27%
UnitedHealth	US91324P1021	1.94	488.65	+1.48%

Top Equity Funds by Touchstone

Name	Total Assets	YTD%	3Y%	10Y%
Touchstone Mid Cap Y	3.8B	-0.96	7.74	9.59
Touchstone Sands Capital Inst Gr	2.32B	43.93	28.26	18.82
Sentinel Common Stock A	2.06B	2.30	10.74	12.86
Touchstone Focused Y	1.16B	2.51	10.30	11.45
Sentinel Common Stock I	860.73M	2.35	11.04	13.16

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