Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return30.097.32-0.470.958.94
    Category Average26.337.690.786.737.25
    Assets for Each Yr*18.5019.2517.1514.1714.18
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 8.94 6.23 9.18

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,181 mil $2,500 13.02 86.98
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 73.29 1.29 Average
    International Stock 3.5 7.07 1.47 Average
    Municipal Bond 3.7 0.35 1.23 Above Avg
    Taxable Bond 3.6 13.96 1.07 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 21.76 3.79
    Facebook Inc A* Technology 32.23 3.07
    Salesforce.com Inc* Technology 32.68 2.95
    Amazon.com Inc* Consumer Cyclical 32.79 2.56
    The Priceline Group Inc* Consumer Cyclical 27.14 2.23
    Alphabet Inc A* Technology 25.34 1.93
    Adobe Systems Inc* Technology 37.82 1.73
    Biomarin Pharmaceutical Inc* Healthcare 6.23 1.15
    Regeneron Pharmaceuticals Inc* Healthcare 23.99 1.11
    Biogen Inc* Healthcare -5.40 1.11
    Alexion Pharmaceuticals Inc* Healthcare -20.15 1.10
    Edwards Lifesciences Corp* Healthcare 21.93 1.07
    Charles Schwab Corp* Financial Services 0.53 1.06
    Palo Alto Networks Inc* Technology -5.57 0.99
    Monsanto Co* Basic Materials 12.02 0.99
    Splunk Inc* Technology 22.01 0.95
    Chipotle Mexican Grill Inc Class* Consumer Cyclical 27.25 0.93
    Schlumberger Ltd* Energy -15.91 0.93
    Alphabet Inc C* Technology 25.87 0.91
    Cerner Corp* Technology 37.11 0.85

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 22.40
    Touchstone Mid Cap G William A. Muggia 18.10
    Touchstone Ohio Tax- John J. Goetz 17.50
    Touchstone Active Bo Timothy J. Policinsk 15.70
    Touchstone Growth Op William A. Muggia 10.90

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Small Cap R. Todd Vingers 0.90
    Touchstone Emerging Stephen Dexter 1.10
    Touchstone Internati Nitin N. Kumbhani 1.20
    Touchstone Controlle Nathan R. Palmer 1.50
    Touchstone Dynamic D Nathan R. Palmer 1.50