Touchstone Balanced Fund C (SBACX)
30.36
-0.05
(-0.16%)
USD |
Feb 10 2026
SBACX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.64% |
| Stock | 64.18% |
| Bond | 34.96% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.21% |
Market Capitalization
As of December 31, 2025
| Large | 85.33% |
| Mid | 9.75% |
| Small | 4.92% |
Region Exposure
| Americas | 94.95% |
|---|---|
|
North America
|
94.71% |
| Canada | 0.95% |
| United States | 93.77% |
|
Latin America
|
0.24% |
| Chile | 0.05% |
| Mexico | 0.06% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.39% |
|---|---|
| United Kingdom | 0.59% |
|
Europe Developed
|
1.72% |
| Denmark | 0.01% |
| France | 0.05% |
| Germany | 0.02% |
| Ireland | 1.38% |
| Norway | 0.12% |
|
Europe Emerging
|
0.08% |
| Poland | 0.08% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 1.50% |
|---|---|
| Japan | 0.02% |
|
Australasia
|
0.00% |
|
Asia Developed
|
1.48% |
| Taiwan | 1.46% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.16% |
|---|
Bond Credit Quality Exposure
| AAA | 9.99% |
| AA | 34.70% |
| A | 12.45% |
| BBB | 22.52% |
| BB | 3.25% |
| B | 1.52% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.19% |
| Not Available | 15.38% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
24.01% |
| Materials |
|
0.63% |
| Consumer Discretionary |
|
8.53% |
| Financials |
|
13.31% |
| Real Estate |
|
1.54% |
| Sensitive |
|
59.87% |
| Communication Services |
|
17.82% |
| Energy |
|
1.91% |
| Industrials |
|
6.62% |
| Information Technology |
|
33.52% |
| Defensive |
|
14.09% |
| Consumer Staples |
|
4.22% |
| Health Care |
|
9.87% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.02% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.02% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 29.71% |
| Corporate | 38.66% |
| Securitized | 30.66% |
| Municipal | 0.00% |
| Other | 0.96% |
Bond Maturity Exposure
| Short Term |
|
1.79% |
| Less than 1 Year |
|
1.79% |
| Intermediate |
|
46.99% |
| 1 to 3 Years |
|
5.79% |
| 3 to 5 Years |
|
20.83% |
| 5 to 10 Years |
|
20.37% |
| Long Term |
|
51.18% |
| 10 to 20 Years |
|
15.67% |
| 20 to 30 Years |
|
29.86% |
| Over 30 Years |
|
5.65% |
| Other |
|
0.04% |
As of December 31, 2025