Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return7.57-0.283.0621.002.07
    Category Average7.650.467.3219.440.28
    Assets for Each Yr*22.8319.9417.1518.4917.36
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.07 7.77 7.36

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,357 mil $2,500 26.45 73.55
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 69.29 1.24 Average
    International Stock 2.7 10.44 1.44 Average
    Municipal Bond 2.9 0.27 0.90 Average
    Taxable Bond 3.6 14.78 1.07 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.48 2.95
    Alphabet Inc A* Technology -0.52 1.64
    ServiceNow Inc* Technology 29.36 1.47
    Microsoft Corp* Technology 26.49 1.29
    Adobe Inc* Technology 36.24 1.21
    Booking Holdings Inc* Consumer Cyclical 9.92 1.06
    Monster Beverage Corp* Consumer Defensive -11.87 0.93
    Palo Alto Networks Inc* Technology 21.98 0.88
    Alphabet Inc Class C* Technology -0.99 0.85
    Align Technology Inc* Healthcare -1.29 0.80
    Splunk Inc* Technology 17.66 0.73
    CoStar Group Inc* RealEstate 19.78 0.63
    Charles Schwab Corp* Financial Services -7.51 0.61
    Activision Blizzard Inc* Technology -16.47 0.58
    Comcast Corp Class A* Communication Services -4.00 0.50
    United Technologies Corp* Industrials 2.86 0.40
    JPMorgan Chase & Co* Financial Services 4.80 0.39
    Loxo Oncology Inc* Healthcare 88.98 0.35
    Oracle Corp* Technology 6.32 0.35
    Workday Inc Class A* Technology 32.75 0.34

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 23.80
    Touchstone Active Bo Timothy J. Policinsk 17.10
    Touchstone Mid Cap G William A. Muggia 16.10
    Touchstone Growth Op Ethan J. Meyers 12.10
    Touchstone Flexible Peter Kwiatkowski 11.90

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Balanced Daniel J. Carter 1.00
    Touchstone Large Cap James E. Wilhelm 1.00
    Touchstone Ohio Tax- Richard A. Ellensohn 1.90
    Touchstone Small Cap R. Todd Vingers 2.40
    Touchstone Emerging Stephen Dexter 2.60