TBARX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Touchstone Balanced R6 (TBARX) Ownership - Who owns Touchstone Balanced R6?

The investment seeks capital appreciation and current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

TBARX

Net Assets

862M

Fund Existence

over 3 years

Turnover

70.00

Total Expense Ratio

0.64

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

50000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

6.95

Assets in Top Ten Holdings

292M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

8.68

Fund of Funds

Fund Share Class Net Assets

3.71M

Fund Type

OpenEnd

Index Fund

Management Fee

0.48

Modified Duration

6.05

No Load Fund

Yes

Number of Long Holdings

298.00

Number of Net Holdings

301.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

37.84%

Gain YTD

-6.090

Annual Yield % from dividends

1.80

Returns for 1 year

3.24

Returns for 3 years

16.01

Returns for 5 years

N/A

Returns for 10 years

N/A

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details