SBACX Mutual Fund

SBACX Mutual Fund (Touchstone Balanced Fund Class C) is managed by Touchstone Investments with $74.4M in net assets. SBACX expense ratio is 1.76%, holding 518 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-05-04.

SBACX performance shows a YTD return of 3.47%. The 1-year return is 8.94% and the 5-year return is 5.53%. SBACX dividend yield stands at 4.10%, paid quarterly.

SBACX top holdings include Alphabet Inc. C (5.7%), Apple, Inc (5.0%), Microsoft Corp (5.0%), Nvidia Corp. (4.2%), Meta Platforms, Inc. (4.0%). Go to all SBACX holdings, SBACX sectors, or SBACX dividends.

SBACX can be compared against other funds. Use SBACX overlap to find shared positions, or SBACX vs another fund for a side-by-side view. SBACX alternatives are available via the screener, along with tax-loss harvesting opportunities.