TBARX Mutual Fund (Touchstone Balanced Fund Class R6) is managed by Touchstone Investments with $4.6M in net assets. TBARX expense ratio is 0.63%, holding 518 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2021-10-28.

TBARX performance shows a YTD return of 2.37%. The 1-year return is 14.02%. TBARX dividend yield stands at 5.36%, paid quarterly.

TBARX top holdings include Alphabet Inc. C (5.7%), Apple Inc (5.0%), Microsoft Corp 4.100 Feb 06 37 (5.0%), Nvidia Corp. (4.2%), Meta Platforms, Inc. (4.0%). View all TBARX holdings, sector breakdown, or dividend history.

TBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.