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28.34
+0.04
+0.14%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 597.14M
Sentinel Balanced A
28.34
+0.04
+0.14%
- Overview
- Profile
- Historical Data
- Holdings
Touchstone Balanced Fund Class A Overview
On this page you'll find an in-depth profile of Touchstone Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SEBLX among other information.
Investment Strategy
The investment seeks capital appreciation and current income. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.
Contact Information
Address
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Phone
+1 8005430407
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel Carter | - | 2017 | Now |
| Biography | Managing Director and Senior Portfolio Manager | ||
| James E. Wilhelm | Head | 2017 | Now |
| Biography | Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993. | ||
| Austin R Kummer | Credit Analyst | 2017 | Now |
| Biography | Austin Kummer is a vice president and senior portfolio manager, focused on portfolio management and research functions within several strategies, including Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. Kummer joined the firm in 2013. Prior to becoming a portfolio manager, he was primarily focused on investment grade credit research. Kummer received a BBA from Ohio University in Finance and Business Economics and an MBA in Finance from Xavier University. He is a CFA charterholder. | ||
| Timothy J. Policinski | Managing Director | 2017 | 2021 |
| Biography | Tim Policinski is a Managing Director and Senior Portfolio Manager responsible for all diversified fixed income strategies. He also serves on the Senior Management Team for the firm. Policinski joined the firm in 2001. Prior to joining Fort Washington, he was a Vice President and Portfolio Manager with Lincoln National, where he held several investment-related positions including management of the Lincoln Life annuity and pension assets. He also has experience in short-term investments and cash management. Policinski received a BS and an MSBA from Indiana University. He is a CFA charterholder. | ||
| Jason Doiron | N/A | 2012 | 2017 |
| Biography | Jason Doiron is a portfolio manager and Head of Investments with Sentienl. From 2005 to 2008, he was Director-Quantitative Trading and Strategies Group for the Royal Bank of Canada’s Capital Markets Group and from 2003 to 2005 he was a Senior Quantitative Analyst-Fixed Income Derivatives for Citigroup Global Investments. | ||
| Daniel J. Manion | Vice President | 2004 | 2017 |
| Biography | Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the large core team. He is a portfolio manager for the Sentinel Common Stock Fund and the Sentinel Balanced Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors’ Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. | ||
| David M. Brownlee | Vice President | 2000 | 2014 |
| Biography | Brownlee joined National Life Investment Management Company and Sentinel Advisors as a vice president and portfolio manager in July 1993. From 1987 to 1993, he was a managing director at Aetna Life and Casualty. Previously, he spent a year as a portfolio manager with MetLife-State Street. Brownlee holds the Chartered Financial Analyst designation. | ||
| Van Harissis | - | 1999 | 2004 |
| Biography | Van has more than 31 years of investment management experience. He is a founding partner and a member of the firm’s investment team and serves as a portfolio manager for the focused large cap value strategy and general support for the small and mid cap portfolios. Prior to joining Champlain, Van was a senior vice president at NL Capital Management, Inc. and served as a portfolio manager with Sentinel Advisors, Inc. He was responsible for managing large cap core equity and balanced strategies. Van served as managing director and portfolio manager at Phoenix Investment Partners, Ltd., before joining NL Capital Management, Inc. Van graduated cum laude from the University of Rochester with a Bachelor of Arts in Economics. He received his MBA degree, graduating cum laude, at Johnson Graduate School of Management, Cornell University. Van earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Institute and the Vermont CFA Society. | ||
| William C. Kane | Vice President, Portfolio Manager | 2000 | 2003 |
| Biography | Kane is a vice president and portfolio manager with Sentinel Advisors. He has been employed by Sentinel or its affiliates since 1992. Kane holds the Chartered Financial Analyst designation. | ||
| Rodney A. Buck | Senior Vice President | 1982 | 2000 |
| Biography | Buck is a senior vice president with Sentinel Advisors Company, his employer since 1972. He is also president and chief operating officer of National Life Investment Management Company. Buck is a Chartered Financial Analyst. He is a member of the Association for Investment Management and Research and the Bond Analysts Society of Boston. | ||
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