LongQXOJun 2026
QXO, Inc.
The fund initiated a position in QXO during Q2 while modestly increasing overall equity exposure after raising its target risk budget from 25% to 35%. The commentary does not…
Touchstone Balanced Fund
Multi-asset growth and income strategy that normally targets approximately 60% equities and 40% fixed income while actively adjusting asset allocation, duration, yield-curve positioning and security selection.$985M AUM8 published ideas
Touchstone Balanced Fund is sub-advised by Fort Washington Investment Advisors, Inc. and combines equity and fixed-income investments within a flexible balanced allocation. The strategy uses fundamental equity and credit analysis, tactical asset allocation, active duration and yield-curve management, and a long-term focus on quality, liquidity, and attractive risk-adjusted opportunities.
Ideas from Touchstone Balanced Fund
LongQXOJun 2026
QXO, Inc.
The fund initiated a position in QXO during Q2 while modestly increasing overall equity exposure after raising its target risk budget from 25% to 35%. The commentary does not…
LongSAPJun 2026
SAP SE
The fund initiated a position in SAP during Q2 as it modestly increased equity exposure. No company-specific valuation or catalyst is provided in the commentary, so the…
LongBXJun 2026
Blackstone Inc.
The fund initiated a position in Blackstone during Q2 while modestly increasing its equity allocation. The commentary does not provide a Blackstone-specific valuation framework…
LongCORJun 2026
Cencora, Inc.
The fund initiated a position in Cencora during Q2 while modestly increasing its overall equity exposure. The letter does not provide a company-specific catalyst, target price or…
LongSAPJun 2026
SAP SE
The fund initiated a position in SAP during Q2 as it modestly increased equity exposure. No company-specific valuation or catalyst is provided in the commentary, so the…
LongBXJun 2026
Blackstone Inc.
The fund initiated a position in Blackstone during Q2 while modestly increasing its equity allocation. The commentary does not provide a Blackstone-specific valuation framework…
LongCORJun 2026
Cencora, Inc.
The fund initiated a position in Cencora during Q2 while modestly increasing its overall equity exposure. The letter does not provide a company-specific catalyst, target price or…
Letters covered
- Touchstone Balanced Fund - Fund Manager Commentary 2Q/2026June 30, 2026
- Touchstone Balanced Fund - Fund Manager Commentary 2Q/2026June 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.