| |
Class A |
Class C |
Class Y |
Class R6 |
| Shareholder Fees (fees paid directly from your investment) |
|
|
|
|
| Maximum Sales Charge (Load) Imposed on Purchases (as a percentage of offering price) |
5.00% |
None |
None |
None |
| Maximum Deferred Sales Charge (Load) (as a percentage of original purchase price or the amount redeemed, whichever is less) |
None |
1.00% |
None |
None |
| Wire Redemption Fee |
$15 |
$15 |
$15 |
$15 |
| | ||||
| Annual Fund Operating Expenses (expenses that you pay each year as a percentage of the value of your investment) |
|
|
|
|
| Management Fees |
0.48% |
0.48% |
0.48% |
0.48% |
| Distribution and/or Shareholder Service (12b-1) Fees |
0.25% |
1.00% |
None |
None |
| Other Expenses |
0.25% |
0.28% |
0.28% |
0.43% |
| Total Annual Fund Operating Expenses |
0.98% |
1.76% |
0.76% |
0.91% |
| Fee Waiver and/or Expense
Reimbursement(1) |
0.00% |
0.00% |
0.00% |
(0.28)% |
| Total Annual Fund Operating Expenses After Fee Waiver and/or Expense Reimbursement(1)
|
0.98% |
1.76% |
0.76% |
0.63% |
| |
Assuming Redemption at End of Period |
Assuming No Redemption | |||
| |
Class A |
Class C |
Class Y |
Class R6 |
Class C |
| 1 Year |
$595 |
$279 |
$78 |
$64 |
$179
|
| 3 Years |
$797 |
$554 |
$243 |
$262 |
$554
|
| 5 Years |
$1,015 |
$954 |
$422 |
$476 |
$954
|
| 10 Years |
$1,641 |
$2,073 |
$942 |
$1,094 |
$2,073
|
| Allocations |
Approximate Target Allocation |
| Equity |
60 % |
| Fixed-Income |
40 % |
| | ||
| Best Quarter: |
2nd Quarter 2020 |
14.80 % |
| Worst Quarter: |
2nd Quarter 2022 |
(12.99 )% |
| Year-To-Date: |
9/30/2026 |
4.73 % |
| Average Annual Total Returns For the periods ended December 31, 2025 |
1 Year |
5 Years |
10 Years |
| Touchstone Balanced Fund - Class A |
|
|
|
| Return Before Taxes |
7.91 % |
6.62 % |
9.31 % |
| Return After Taxes on Distributions |
6.49 % |
5.96 % |
8.07 % |
| Return After Taxes on Distributions and Sale of Fund Shares |
5.40 % |
5.06 % |
7.23 % |
| Touchstone Balanced Fund - Class C |
|
|
|
| Return Before Taxes |
11.72 % |
6.90 % |
9.21 % |
| Touchstone Balanced Fund - Class Y |
|
|
|
| Return Before Taxes(1)
|
13.83 % |
7.95 % |
10.10 % |
| Touchstone Balanced Fund - Class R6 |
|
|
|
| Return Before Taxes(2)(3) |
14.03 % |
8.05 % |
10.04 % |
| Bloomberg US 3000 Index(4) (reflects no
deduction for fees, expenses or taxes) |
17.21 % |
13.09 % |
14.27 % |
| Bloomberg US Aggregate Bond Index (reflects no
deduction for fees, expenses or taxes) |
7.30 % |
(0.36 )% |
2.01 % |
| Blend comprised of 60% Bloomberg US 1000 Index and 40% Bloomberg US Aggregate Bond Index(5) (reflects no
deduction for fees, expenses or taxes) |
13.82 % |
8.12 % |
9.83 % |
| Russell
3000® Index (reflects no deduction for fees, expenses or
taxes) |
17.15 % |
13.15 % |
14.29 % |
| Blend comprised of 60% Russell 1000® Index
and 40% Bloomberg US Aggregate Bond Index (reflects no deduction for fees, expenses or taxes) |
13.73 % |
8.18 % |
9.85 % |
| Sub-Adviser |
Portfolio Managers |
Investment Experience with the Fund |
Primary Title with Sub-Adviser |
| Fort Washington Investment Advisors, Inc. |
Daniel J. Carter, CFA |
Since inception in October 2017 |
Managing Director & Senior Portfolio Manager |
| |
James E. Wilhelm |
Since inception in October 2017 |
Managing Director & Senior Portfolio Manager |
| Sub-Adviser |
Portfolio Managers |
Investment Experience
with the Fund |
Primary Title with Sub-Adviser |
| |
Austin R. Kummer, CFA |
Since inception in October 2017 |
Managing Director & Senior Portfolio Manager |
| |
Classes A, C, and Y | |
| |
Initial Investment |
Additional
Investment |
| Regular Account |
$2,500 |
$50
|
| Retirement Account or Custodial Account under the Uniform Gifts/Transfers to Minors Act |
$1,000 |
$50
|
| Investments through the Automatic Investment Plan |
$100 |
$50
|
| |
Class R6 | |
| |
Initial
Investment |
Additional
Investment |
| Regular Account |
$50,000 |
$50
|