Touchstone Balanced Fund Class Y (SIBLX) is a Allocation--50% to 70% Equity fund with $1.00 Billion in assets. The fund allocates 34.32% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp. COM USD0.00000625 at 6.49% of total assets. This is followed by Apple Inc. COM USD0.00001 (4.75%) and Alphabet Inc. CAP USD0.001 CL C (4.67%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp. COM USD0.00000625 | 6.49% | - | - |
| Apple Inc. COM USD0.00001 | 4.75% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 4.67% | - | - |
| Meta Platforms Inc COM USD0.000006 CL 'A' | 4.85% | - | - |
| Amazon.com, Inc. COM USD0.01 | 3.48% | - | - |
| Berkshire Hathaway Inc. COM USD0.0033 CLASS'B' | 1.88% | - | - |
| US TREASURY N/B 4 1/29 | 2.58% | - | - |
| T 4 02/15/34 | 2.04% | - | - |
| UnitedHealth Group Inc. COM USD0.01 | 1.79% | - | - |
| Goldman Sachs Group, Inc. COM USD0.01 | 1.79% | - | - |
| T 3.5 09/30/29 | 3.56% | - | - |
| NVIDIA Corp. COM USD0.001 | 3.63% | - | - |
| T 4.125 08/15/44 | 2.20% | - | - |
| Visa Inc COM STK USD0.0001 | 1.94% | - | - |
| Oracle Corp. COM USD0.01 | 2.34% | - | - |
| Dreyfus Government Cash Management Funds SH BEN INT | 2.17% | - | - |