Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.073.0021.27-2.8419.26
    Category Average0.657.3719.69-5.4617.45
    Assets for Each Yr*19.5616.8818.2215.3617.78
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.26 12.24 8.80

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,781 mil $2,500 24.17 75.83
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 69.06 1.26 Average
    International Stock 3.2 12.55 1.43 Above Avg
    Municipal Bond 2.9 0.27 0.90 Average
    Taxable Bond 3.6 12.90 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 33.38 2.60
    ServiceNow Inc* Technology 47.75 1.98
    Alphabet Inc A* Technology 10.39 1.35
    Microsoft Corp* Technology 32.69 1.32
    Salesforce.com Inc* Technology 10.66 1.26
    CoStar Group Inc* RealEstate 79.96 0.93
    Apple Inc* Technology 29.90 0.79
    Alphabet Inc Class C* Technology 11.17 0.77
    Zoetis Inc Class A* Healthcare 44.45 0.61
    Intuit Inc* Technology 42.32 0.53
    Dollar Tree Inc* Consumer Defensive 5.36 0.46
    Armstrong World Industries Inc* Basic Materials 58.18 0.39
    CarMax Inc* Consumer Cyclical 28.85 0.37
    Alleghany Corp* Financial Services 18.50 0.36
    United Technologies Corp* Industrials 17.98 0.34
    Biomarin Pharmaceutical Inc* Healthcare -11.03 0.34
    Paychex Inc* Industrials 25.13 0.32
    Activision Blizzard Inc* Technology 2.43 0.31
    Exxon Mobil Corp* Energy 2.73 0.31
    M&T Bank Corp* Financial Services 1.94 0.31

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.60
    Touchstone Active Bo Timothy J. Policinsk 17.90
    Touchstone Mid Cap G William A. Muggia 16.80
    Touchstone Growth Op Ethan J. Meyers 12.90
    Touchstone Ultra Sho Brent A. Miller 10.90

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Credit Op Seth Brufsky 0.30
    Touchstone Flexible Art DeGaetano 0.70
    Touchstone Anti-Benc Ayaaz Allymun 0.80
    Touchstone Anti-Benc Ayaaz Allymun 0.80
    Touchstone Balanced Daniel J. Carter 1.80