Touchstone Balanced Fund Class Y (SIBLX) - Allocation--50% to 70% Equity fund with $1.01 Billion in assets. The fund allocates 33.18% 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 4.96% of total assets. This is followed by Apple Inc. COM USD0.00001 (4.99%) and Alphabet Inc. CAP USD0.001 CL C (5.65%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp. COM USD0.00000625 | 4.96% | - | - |
| Apple Inc. COM USD0.00001 | 4.99% | - | - |
| Alphabet Inc. CAP USD0.001 CL C | 5.65% | - | - |
| Meta Platforms Inc COM USD0.000006 CL 'A' | 3.98% | - | - |
| Amazon.com, Inc. COM USD0.01 | 3.52% | - | - |
| 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 | 1.94% | - | - |
| NVIDIA Corp. COM USD0.001 | 4.21% | - | - |
| T 4.125 08/15/44 | 2.20% | - | - |
| Visa Inc COM STK USD0.0001 | 1.77% | - | - |
| Oracle Corp. COM USD0.01 | 1.62% | - | - |
| Dreyfus Government Cash Management Funds SH BEN INT | 2.17% | - | - |
| Philip Morris International Inc. COM NPV | 1.63% | - | - |
| T 3.625 12/31/30 | 2.15% | - | - |
| Exxon Mobil Corp. COM NPV | 1.89% | - | - |
| Johnson Johnson COM USD1.00 | 1.83% | - | - |
| ALPHABET INC CAP USD0.001 CL C | 6.25% | - | - |
| MICROSOFT CORP COM USD0.00000625 | 4.76% | - | - |
| APPLE INC COM USD0.00001 | 4.71% | - | - |
| NVIDIA CORP COM USD0.001 | 4.63% | - | - |
| AMAZON.COM INC COM USD0.01 | 3.85% | - | - |
| META PLATFORMS INC COM USD0.000006 CL 'A' | 3.74% | - | - |
| APPLIED MATERIALS INC COM USD0.01 | 2.62% | - | - |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD SPON ADS REP 5 ORD TWD10 | 2.34% | - | - |
| VISA INC COM STK USD0.0001 | 1.77% | - | - |