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Touchstone Balanced Fund Class C: (MF: SBACX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$28.79 USD

+0.03 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.39 98
3 months 0.18 91
6 months 3.49 93
1 Year 9.70 90
3 Year 12.88 58
5 Year 6.60 66
10 Year 9.30 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 71.69
Bear Market (10/07 - 2/09) -34.15
Bull Market (2/09 - 3/21) 407.72

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.57
5 Year 6.89
10 Year 9.03
Since Inception 6.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.44 6.88 5.07 1.82
2024 4.75 1.70 5.52 -0.20
2023 6.42 5.40 -3.78 8.65
2022 -4.80 -13.16 -5.15 6.15
2021 3.27 5.22 0.00 4.07

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.3912.7012.1917.28-16.7613.0917.8222.07-3.4514.816.76
% Total Return Rel to Index -0.62-5.51-12.83-8.961.43-15.59-0.58-9.410.93-6.98-5.17
% Total Return Rel to Peer -0.85-0.470.553.32-3.01-0.096.543.302.111.650.41
% Perf Quintile vs Peer* 4.003.000.002.005.004.001.001.002.002.003.00
% Dividends 0.000.180.160.130.040.000.070.130.140.070.11
% Yield 0.000.570.560.680.200.000.270.540.640.290.55
Capital Gains ($) 0.001.100.130.000.000.601.572.421.071.060.13
Expense Ratio 0.001.761.771.781.751.781.781.781.781.791.78

* 1 = Top 20%, 5 = Bottom 20%