TBARX Mutual Fund

TBARX Mutual Fund (Touchstone Balanced Fund Class R6) is managed by Touchstone Investments with $4.8M in net assets. TBARX expense ratio is 0.63%, holding 518 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-10-28.

TBARX performance shows a YTD return of 4.13%. The 1-year return is 10.17% and the 5-year return is 6.71%. TBARX dividend yield stands at 5.27%, paid quarterly.

TBARX 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 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.