Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return7.53-0.343.0320.642.05
    Category Average7.640.327.5119.440.45
    Assets for Each Yr*23.2820.5917.7418.8218.68
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.05 7.35 10.48

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,681 mil $2,500 26.83 73.17
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 68.39 1.28 Average
    International Stock 3.2 10.29 1.45 Average
    Municipal Bond 2.9 0.25 0.90 Average
    Taxable Bond 3.2 15.22 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 6.49 2.45
    Amazon.com Inc* Consumer Cyclical 24.86 2.41
    Facebook Inc A* Technology -9.50 2.08
    Salesforce.com Inc* Technology 14.76 1.67
    Alphabet Inc A* Technology -2.89 1.47
    ServiceNow Inc* Technology 21.17 1.26
    Adobe Systems Inc* Technology 24.01 1.23
    Microsoft Corp* Technology 8.41 1.12
    Netflix Inc* Consumer Cyclical 59.28 1.06
    The Priceline Group Inc* Consumer Cyclical 19.56 0.95
    Alphabet Inc C* Technology -2.41 0.84
    Apple Inc* Technology -2.93 0.81
    Charles Schwab Corp* Financial Services 6.48 0.79
    Monster Beverage Corp* Consumer Defensive -14.03 0.76
    Alexion Pharmaceuticals Inc* Healthcare -11.33 0.72
    Biogen Inc* Healthcare -15.42 0.72
    Berkshire Hathaway Inc B* Financial Services -0.72 0.71
    Illumina Inc* Healthcare 5.81 0.70
    Palo Alto Networks Inc* Technology 31.47 0.69
    Regeneron Pharmaceuticals Inc* Healthcare -15.90 0.65

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 23.30
    Touchstone Mid Cap G William A. Muggia 19.10
    Touchstone Ohio Tax- John J. Goetz 18.40
    Touchstone Active Bo Timothy J. Policinsk 16.60
    Touchstone Growth Op William A. Muggia 11.80

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Balanced Daniel J. Carter 0.50
    Touchstone Large Cap James E. Wilhelm 0.50
    Touchstone Small Cap R. Todd Vingers 1.80
    Touchstone Internati Randolph S. Wrighton 1.90
    Touchstone Emerging Stephen Dexter 2.00