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).
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.
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.
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)