**Touchstone Investments – Quarterly Fund Performance and Overview**
The Touchstone Balanced Fund underperformed its blended benchmark—the 60% Russell 1000 Index and 40% Bloomberg U.S. Aggregate Bond Index—for the quarter ended September 30, 2025. Despite this, the Fund’s allocation effect was positive during the quarter, as it maintained a higher allocation to equities, which outperformed fixed income.
Fixed income contributed positively to relative performance, driven by strong sector allocation and security selection. However, this was partially offset by modestly negative rate management.
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### Fund Highlights
The Touchstone Balanced Fund primarily invests in a diversified portfolio of fixed-income and equity securities. Under normal circumstances, the Fund generally expects to allocate its assets as follows:
– 60% Equity Securities
– 40% Fixed-Income Securities
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### About Touchstone Investments
At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being *Distinctively Active* means employing a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds. We advocate a robust approach to portfolio construction that either uses standalone active strategies or complements passive strategies. That is the power of *Distinctively Active*.
Touchstone Funds are offered nationally through intermediaries including broker-dealers, financial planners, registered investment advisors, and institutions via Touchstone Securities, Inc.
For more information, please call 800.638.8194 or visit [www.touchstoneinvestments.com](http://www.touchstoneinvestments.com).
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### Specialties
Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers, each known and respected for their proficiency in specific areas of expertise.
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For inquiries or communication, please use Touchstone Investments’ official channels.
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