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SBACX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
846.59M

SBACX Touchstone Balanced C Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Unitedhealth Group (NASDAQ:UNH).

Industry description

The investment seeks capital appreciation and current income. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

Market Cap

The average market capitalization across the Touchstone Balanced C MF is 985.42B. The market cap for tickers in the group ranges from 511.46B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is UNH at 511.46B.

Volume

The average weekly volume growth across all stocks in the Touchstone Balanced C MF was -3%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 31
Price Growth Rating: 32
SMR Rating: 31
Profit Risk Rating: 22
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati
Phone
800-543-0407
Web
www.touchstoneInvestments.com
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SBACX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SBACX has been closely correlated with RLBCX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SBACX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SBACX
1D Price
Change %
SBACX100%
+0.08%
RLBCX - SBACX
98%
Closely correlated
+0.16%
RLBEX - SBACX
98%
Closely correlated
+0.16%
RLBAX - SBACX
97%
Closely correlated
+0.19%
RLBFX - SBACX
97%
Closely correlated
+0.16%
RLBBX - SBACX
97%
Closely correlated
+0.16%
More