Touchstone Balanced Fund
Shareclass
Touchstone Balanced A (SEBLX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Touchstone Balanced Fund
FUND COVERAGE
# of holdings45
% of assets63%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.38%$3.78M
- 2. Diageo PLC ADR0.28%$2.85M
- 3. Bank of America Corp1.15%$11.51M
- 4. Philip Morris International Inc1.65%$16.52M
- 5. Uber Technologies Inc0.6%$6.03M
- 6. Jones Lang LaSalle Inc0.89%$8.96M
- 7. Johnson & Johnson1.35%$13.55M
- 8. Bristol-Myers Squibb Co0.63%$6.36M
- 9. The Goldman Sachs Group Inc1.8%$18.01M
- 10. Microsoft Corp6.5%$65.15M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc1.17%$11.76M
- 2. Berkshire Hathaway Inc Class B1.03%$10.3M
- 3. SS&C Technologies Holdings Inc0.88%$8.84M
- 4. Monster Beverage Corp0.84%$8.41M
- 5. Charles Schwab Corp1.28%$12.83M
- 6. Hubbell Inc0.62%$6.26M
- 7. Applied Materials Inc0.77%$7.71M
- 8. Las Vegas Sands Corp0.4%$4.01M
- 9. Medtronic PLC1.27%$12.73M
- 10. HCA Healthcare Inc0.88%$8.83M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Touchstone Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4
$157.2M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$164.93M
16%
Borders high risk
1
$6.69M
0.67%
Total
6
$175.24M
17%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$65.15M
6.5%
2.
Alphabet Inc Class C
:$46.83M
4.67%
3.
Amazon.com Inc
:$34.91M
3.48%
4.
Salesforce Inc
:$11.36M
1.13%
5.
Berkshire Hathaway Inc Class B
$10.3M
1.03%
6.
RTX Corp
:$6.69M
0.67%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Touchstone Balanced Fund SEBLX
Environment
Social
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