Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.073.0021.27-2.8411.65
    Category Average0.657.3719.69-5.4610.09
    Assets for Each Yr*19.5616.8818.2215.3616.67
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.65 10.90 7.74

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,672 mil $2,500 24.54 75.46
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 68.80 1.26 Average
    International Stock 2.9 12.29 1.43 Above Avg
    Municipal Bond 2.9 0.28 0.90 Average
    Taxable Bond 3.7 13.09 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 28.73 2.54
    Alphabet Inc A* Technology 4.41 1.56
    Salesforce.com Inc* Technology 10.49 1.48
    Netflix Inc* Consumer Cyclical 28.31 1.44
    Microsoft Corp* Technology 31.18 1.23
    Alphabet Inc Class C* Technology 5.13 0.88
    Intuit Inc* Technology 31.13 0.58
    Dollar Tree Inc* Consumer Defensive 20.31 0.45
    Workday Inc Class A* Technology 30.55 0.43
    Splunk Inc* Technology 12.77 0.38
    United Technologies Corp* Industrials 18.60 0.35
    Armstrong World Industries Inc* Basic Materials 64.08 0.30
    Tiffany & Co* Consumer Cyclical 13.91 0.29
    CarMax Inc* Consumer Cyclical 30.96 0.28
    TJX Companies Inc* Consumer Cyclical 19.01 0.27
    Vulcan Materials Co* Basic Materials 34.45 0.26
    Bristol-Myers Squibb Company* Healthcare -7.37 0.25
    Verint Systems Inc* Technology 33.66 0.23
    Regal Beloit Corp* Industrials 15.62 0.22
    Western Alliance Bancorp* Financial Services 9.80 0.22

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.40
    Touchstone Active Bo Timothy J. Policinsk 17.70
    Touchstone Mid Cap G William A. Muggia 16.60
    Touchstone Growth Op Ethan J. Meyers 12.70
    Touchstone Ultra Sho Brent A. Miller 10.70

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Credit Op Seth Brufsky 0.10
    Touchstone Flexible Art DeGaetano 0.50
    Touchstone Anti-Benc Ayaaz Allymun 0.60
    Touchstone Anti-Benc Ayaaz Allymun 0.60
    Touchstone Balanced Daniel J. Carter 1.60