Touchstone Balanced Fund Class A (SEBLX)

Overview

The company operates as a diversified investment fund with a strategy that emphasizes a balanced approach between fixed-income and equity securities. Seeking to achieve its investment goal, the fund is designed for investors looking to benefit from a mix of stability provided by bonds and growth potential offered by equity investments. The fund is targeted towards securities from issuers with a market capitalization of above $5 billion, indicating a focus on established, large-cap companies. This strategic asset allocation is aimed at capturing growth while mitigating risk, making it suitable for investors with a moderate risk tolerance.

Products and Services

• Equity Investments

  This product focuses on allocating 60% of the fund’s assets towards equity securities. By investing in companies with a market capitalization above $5 billion, the fund aims at capital growth through established, large-cap entities. Equity investments are selected primarily for their potential to provide significant returns, balancing the fund’s overall risk and return profile.

• Fixed-Income Investments

  Comprising 40% of the fund’s asset allocation, this segment is dedicated to investments in various types of bonds, including mortgage-related securities, asset-backed securities, government securities (both from the U.S. and foreign governments), and corporate debt securities. These investments are chosen for their potential to provide stable income and reduce portfolio volatility, appealing to investors seeking a lower risk profile.