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Market Cap: $978.84M

TA

Touchstone Balanced Fund Class A

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© 2026 Cashu Technologies Pty Ltd. All rights reserved. Cashu Finance is a trademark of Cashu Technologies Pty Ltd.

The content published on Cashu Finance is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. All opinions expressed are those of the authors and do not reflect the official position of Cashu Technologies Pty Ltd or its affiliates. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.

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Company Profile

This fund aims to generate capital growth over time while also providing a consistent income stream. It pursues these objectives by primarily investing in a diversified mix of both equity and fixed-income assets. The investment strategy allocates 60% of its holdings to stocks and 40% to bond-based securities. For its equity exposure, the fund typically targets companies with market capitalizations exceeding $5 billion at the time of acquisition. The fixed-income portion predominantly consists of various bonds, including mortgage-related securities, asset-backed securities, government debt (both domestic U.S. and international sovereign bonds), and corporate debt instruments.

SectorFinancial Services
IndustryAsset Management
IPO DateJan 2, 1980
ExchangeNASDAQ
Exchange NameNASDAQ

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Headquarters & Contact
Address303 Broadway
City / State / ZIPCincinnati, OH, 45202-4203
CountryUnited States
Phone5133628000
Websitehttps://www.westernsouthern.com/touchstone/mutual-funds/balanced-fund