Touchstone Strategic Trust-Touchstone Balanced FundTBARX
Type
Mutual fund
Peer group
Allocation
Net assets
$939.5M
Expense ratio
0.63%
1-year return
+10.0%
3 years, a year
+11.1%
5 years, a year
—
Holdings
518
What it aims to do.
The Touchstone Balanced Fund (the Fund) seeks capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOG Alphabet Inc. | 5.65% |
| AAPL Apple Inc. | 4.99% |
| MSFT Microsoft Corp. | 4.96% |
| NVDA NVIDIA Corp. | 4.21% |
| META Meta Platforms Inc | 3.98% |
| AMZN Amazon.com, Inc. | 3.52% |
| United States Treasury Notes | 3.10% |
| United States Treasury Notes | 2.15% |
| XOM Exxon Mobil Corp. | 1.89% |
| JNJ Johnson & Johnson | 1.83% |
More on TBARX.
- TBARX overview
- TBARX holdings
- TBARX risk
- TBARX costs
- TBARX money in and out
- TBARX share classes
- Compare TBARX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.