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Touchstone Balanced Fund's investment thesis on Blackstone Inc. ($BX) — Q2 2026 | Buyside Digest

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$BXNYSEBlackstone Inc.

NEUTRAL

Touchstone Balanced Fund—BX

Fund Letter

Q2 2026

Published July 30, 2026

View Fund Profile

$133.42USD

-2.0% vs last month

$127.75Pitched

+4.4% since pitch

Market Cap$166.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Touchstone Balanced Fund delivered a 7.26% return in Q2 2026, underperforming its blended benchmark as equity security selection detracted, particularly underweight positions in Micron, AMD, and Intel within Information Technology. Economic growth remained...

— Western & Southern Financial Group / Touchstone Investments

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