Touchstone Balanced Fund R6 (TBARX)
27.70
+0.60
(+2.21%)
USD |
May 12 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 5.15% | -- | -- | -- | -- | 0.12 | |
| AAPL | Apple Inc | 4.66% | -- | -- | -- | -- | 0.18 | |
| META | Meta Platforms Inc | 4.25% | -- | -- | -- | -- | 0.30 | |
| AMZN | Amazon.com Inc | 3.30% | -- | -- | -- | -- | 0.09 | |
| GOOG | Alphabet Inc | 3.28% | -- | -- | -- | -- | -0.06 | |
| NVDA | NVIDIA Corp | 2.24% | -- | -- | -- | -- | 0.17 | |
| V | Visa Inc | 1.94% | -- | -- | -- | -- | 0.12 | |
| BRK.B | Berkshire Hathaway Inc | 1.88% | -- | -- | -- | -- | 0.10 | |
| PM | Philip Morris International Inc | 1.76% | -- | -- | -- | -- | 0.21 | |
| UNH | UnitedHealth Group Inc | 1.74% | -- | -- | -- | -- | -0.16 | |
| DGCXX | Dreyfus Government Cash Management Institutional | 1.52% | -- | -- | -- | -- | 0.02 | |
| HCA | HCA Healthcare Inc | 1.51% | -- | -- | -- | -- | 0.05 | |
| CRM | Salesforce Inc | 1.40% | -- | -- | -- | -- | 0.02 | |
| GS | The Goldman Sachs Group Inc | 1.37% | -- | -- | -- | -- | 0.09 | |
| XOM | Exxon Mobil Corp | 1.36% | -- | -- | -- | -- | -0.02 | |
| ORCL | Oracle Corp | 1.35% | -- | -- | -- | -- | 0.10 | |
| JNJ | Johnson & Johnson | 1.32% | -- | -- | -- | -- | 0.02 | |
| MDT | Medtronic PLC | 1.31% | -- | -- | -- | -- | 0.02 | |
| MKL | Markel Group Inc | 1.25% | -- | -- | -- | -- | 0.05 | |
| SCHW | Charles Schwab Corp | 1.15% | -- | -- | -- | -- | 0.04 | |
| BDX | Becton Dickinson & Co | 1.13% | -- | -- | -- | -- | -0.10 | |
| TXN | Texas Instruments Inc | 1.10% | -- | -- | -- | -- | 0.01 | |
| BA | Boeing Co | 1.07% | -- | -- | -- | -- | 0.03 | |
| BAC | Bank of America Corp | 1.01% | -- | -- | -- | -- | 0.04 | |
| RTX | RTX Corp | 0.99% | -- | -- | -- | -- | 0.06 |
Showing 1 - 25 of 47 Holdings