TBARX Mutual Fund

TBARX Mutual Fund (Touchstone Balanced Fund Class R6) is managed by Touchstone Investments with $4.5M in net assets. TBARX expense ratio is 0.63%, holding 572 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-10-28.

TBARX performance shows a YTD return of 6.57%. The 1-year return is 11.13% and the 5-year return is 6.71%. TBARX dividend yield stands at 5.15%, paid quarterly.

TBARX top holdings include Alphabet Inc. C (6.3%), Microsoft Corp (4.8%), Apple, Inc (4.7%), Nvidia Corp (4.6%), Amazon.Com Inc (3.9%). Go to all TBARX holdings, TBARX sectors, or TBARX dividends.

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