Touchstone Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 7.6 -0.3 3.1 21.0 10.7
Category Average 7.7 0.5 7.3 19.4 8.0
Assets for Each Yr* 22.8 19.9 17.1 18.5 19.1
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 10.74 13.61 9.92

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
19,125 $2,500 26.4 73.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 70.16 1.24 Average
International Stock 2.7 10.53 1.44 Average
Municipal Bond 2.9 0.26 0.90 Average
Taxable Bond 3.6 13.97 1.07 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
2 3 4
1 1 1
1 1 1
Asset Allocation %
Cash 3.2
Stocks 72.4
Bonds 23.5
Other 0.9
Annual Turnover % 57
% Assets in Top 10 11.7
 
Sector Breakdown (% of stocks) 
Sensitive 42.1
Communication Services 1.8
Energy 3.5
Industrials 11.4
Technology 25.5
Cyclical 38.7
Basic Materials 3.2
Consumer Cyclical 18.6
Financial Services 13.7
Real Estate 3.3
Defensive 19.2
Consumer Defensives 5.0
Healthcare 13.1
Utilities 1.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Visa Inc Class A* Financial Services 17.84 2.28
  Alphabet Inc A* Technology 3.55 1.62
  Netflix Inc* Consumer Cyclical 67.32 1.56
  Microsoft Corp* Technology 25.30 1.31
  Adobe Systems Inc* Technology 36.24 1.12
  Berkshire Hathaway Inc B* Financial Services 3.52 1.03
  Palo Alto Networks Inc* Technology 40.18 0.84
  Alphabet Inc Class C* Technology 3.15 0.77
  Charles Schwab Corp* Financial Services -5.66 0.66
  Starbucks Corp* Consumer Cyclical -2.80 0.47
  Activision Blizzard Inc* Technology 17.18 0.44
  JPMorgan Chase & Co* Financial Services 3.43 0.39
  Loxo Oncology Inc Healthcare 89.50 0.37
  Exxon Mobil Corp* Energy 0.44 0.35
  Progressive Corp* Financial Services 20.91 0.32
  Carnival Corp* Consumer Cyclical -10.65 0.31
  Johnson & Johnson* Healthcare -2.32 0.30
  Workday Inc Class A* Technology 22.62 0.30
  UnitedHealth Group Inc* Healthcare 17.79 0.29
  Boeing Co* Industrials 23.17 0.27
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Best 5-Year Relative Performance | More
10-19-18

Highest Expenses | More
10-19-18

Longest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Touchstone Dynamic Equity Y Gregory M McMurran 24
Touchstone Ohio Tax-Free Bond A John J. Goetz 19
Touchstone Active Bond A Timothy J. Policinski 17
Touchstone Mid Cap Growth A William A. Muggia 16
Touchstone Growth Opportunities A Ethan J. Meyers 12

Shortest Manager Tenure | More
10-19-18

Fund Name Manager Name Average Manager Tenure
Touchstone Balanced A Daniel J. Carter 1
Touchstone Large Cap Focused A James E. Wilhelm 1
Touchstone Small Cap Value A R. Todd Vingers 2
Touchstone Emerging Markets Sm Cp Inst Stephen Dexter 3
Touchstone Controlled Growth with Inc A Nathan R. Palmer 3
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