Navigating Turbulent Waters: The Balanced Fund's Q2 2025 Triumph

Fund's Stellar Performance: Outperforming the Benchmark

The Touchstone Balanced Fund achieved notable success in the second quarter ending June 30, 2025. The fund's performance exceeded that of its chosen blended benchmark, which comprises a 60% allocation to the Russell 1000 Index and a 40% allocation to the Bloomberg U.S. Aggregate Bond Index. This achievement underscores the fund's effective investment strategies in a challenging market environment.

Strategic Investment Approach: Diversified Portfolio at Core

At its essence, the fund's investment strategy focuses on cultivating a robust and diversified portfolio. It primarily directs capital into a mix of fixed-income instruments and equity securities, aiming for stability and growth across various market conditions. This balanced allocation is a cornerstone of its long-term execution plan for asset class management.

Economic Headwinds: Market Uncertainty Persists

The second quarter of 2025 saw a continuation of the market volatility that characterized the previous quarter. A significant factor contributing to this climate was the intensification of tariff disputes, which reached a peak on April 2nd. This "Liberation Day" marked the widespread implementation of reciprocal tariffs across multiple international trading partners, further fueling investor apprehension and impacting global markets.