Touchstone Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return7.53-0.343.0320.646.21
    Category Average7.640.327.5119.443.17
    Assets for Each Yr*23.2820.5917.7418.8218.55
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 6.21 8.81 11.11

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,546 mil $2,500 26.37 73.63
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 68.86 1.28 Average
    International Stock 2.7 10.80 1.45 Average
    Municipal Bond 2.9 0.25 0.90 Average
    Taxable Bond 3.4 14.42 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 55.09 2.77
    Visa Inc Class A* Financial Services 24.02 2.34
    Facebook Inc A* Technology 18.97 2.00
    Salesforce.com Inc* Technology 43.67 1.75
    Netflix Inc* Consumer Cyclical 88.09 1.53
    Booking Holdings Inc* Consumer Cyclical 15.65 1.37
    Adobe Systems Inc* Technology 46.96 1.27
    Microsoft Corp* Technology 25.22 1.18
    Apple Inc* Technology 13.93 0.88
    Palo Alto Networks Inc* Technology 47.69 0.84
    Charles Schwab Corp* Financial Services 1.91 0.78
    Illumina Inc* Healthcare 42.41 0.75
    Berkshire Hathaway Inc B* Financial Services -0.73 0.66
    Starbucks Corp* Consumer Cyclical -10.31 0.50
    Comcast Corp Class A* Communication Services -13.01 0.47
    Activision Blizzard Inc* Technology 26.33 0.46
    Progressive Corp* Financial Services 8.23 0.37
    Boeing Co* Industrials 21.50 0.34
    JPMorgan Chase & Co* Financial Services 5.63 0.33
    Bristol-Myers Squibb Company* Healthcare -5.50 0.32

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 23.50
    Touchstone Mid Cap G William A. Muggia 19.30
    Touchstone Ohio Tax- John J. Goetz 18.70
    Touchstone Active Bo Timothy J. Policinsk 16.80
    Touchstone Growth Op William A. Muggia 12.00

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Balanced Daniel J. Carter 0.70
    Touchstone Large Cap James E. Wilhelm 0.70
    Touchstone Small Cap R. Todd Vingers 2.10
    Touchstone Internati Randolph S. Wrighton 2.20
    Touchstone Emerging Stephen Dexter 2.30