Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return7.53-0.343.0320.64--
    Category Average7.640.327.5119.442.31
    Assets for Each Yr*23.2820.5917.7418.8218.82
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 20.64 7.40 11.68

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,823 mil $2,500 27.79 72.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 68.63 1.28 Average
    International Stock 3.4 10.09 1.47 Average
    Municipal Bond 3.7 0.24 0.90 Average
    Taxable Bond 3.6 15.43 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 7.97 2.88
    Facebook Inc A* Technology 1.89 2.44
    Amazon.com Inc* Consumer Cyclical 10.59 2.33
    The Priceline Group Inc* Consumer Cyclical 10.87 1.94
    Salesforce.com Inc* Technology 9.33 1.91
    Alphabet Inc A* Technology 7.84 1.68
    Adobe Systems Inc* Technology 11.96 1.36
    Alphabet Inc C* Technology 7.97 1.35
    Netflix Inc* Consumer Cyclical 14.78 1.19
    Alexion Pharmaceuticals Inc* Healthcare 0.64 1.17
    Regeneron Pharmaceuticals Inc* Healthcare -1.24 1.14
    ServiceNow Inc* Technology 8.24 1.04
    Apple Inc* Technology 5.93 0.96
    Microsoft Corp* Technology 5.33 0.96
    Charles Schwab Corp* Financial Services 7.71 0.91
    Incyte Corp* Healthcare -2.95 0.86
    Illumina Inc* Healthcare 10.44 0.81
    Monster Beverage Corp* Consumer Defensive 5.02 0.81
    Splunk Inc* Technology 10.37 0.74
    Berkshire Hathaway Inc B* Financial Services 7.55 0.72

    Best 5-Year Relative Performance | More
    01-18-18

    Worst 5-Year Relative Performance | More
    01-18-18

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 23.00
    Touchstone Mid Cap G William A. Muggia 18.80
    Touchstone Ohio Tax- John J. Goetz 18.20
    Touchstone Active Bo Timothy J. Policinsk 16.30
    Touchstone Growth Op William A. Muggia 11.50

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Balanced Daniel J. Carter 0.20
    Touchstone Large Cap James E. Wilhelm 0.20
    Touchstone Small Cap R. Todd Vingers 1.60
    Touchstone Emerging Stephen Dexter 1.80
    Touchstone Internati Nitin N. Kumbhani 1.80