Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return30.097.32-0.470.9511.45
    Category Average26.337.690.786.739.29
    Assets for Each Yr*18.5019.2517.1514.1714.10
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 11.45 5.26 10.73

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,101 mil $2,500 12.79 87.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 71.92 1.29 Average
    International Stock 3.2 7.66 1.45 Average
    Municipal Bond 3.7 0.35 1.23 Above Avg
    Taxable Bond 3.6 14.58 1.07 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 28.58 3.23
    Facebook Inc A* Technology 43.66 2.78
    Amazon.com Inc* Consumer Cyclical 38.67 2.63
    The Priceline Group Inc* Consumer Cyclical 37.57 2.50
    Salesforce.com Inc* Technology 32.38 2.18
    Alphabet Inc A* Technology 22.28 1.93
    Adobe Systems Inc* Technology 43.96 1.73
    Netflix Inc* Consumer Cyclical 51.03 1.41
    Regeneron Pharmaceuticals Inc* Healthcare 39.87 1.17
    Alexion Pharmaceuticals Inc* Healthcare 5.72 1.11
    Charles Schwab Corp* Financial Services 9.22 1.09
    Alphabet Inc C* Technology 23.18 1.07
    Splunk Inc* Technology 20.20 0.97
    Monster Beverage Corp* Consumer Defensive 20.41 0.96
    Illumina Inc* Healthcare 35.78 0.95
    Incyte Corp* Healthcare 33.20 0.90
    Biogen Inc* Healthcare 5.94 0.86
    Biomarin Pharmaceutical Inc* Healthcare 6.99 0.83
    ServiceNow Inc* Technology 44.98 0.83
    Berkshire Hathaway Inc B* Financial Services 6.11 0.79

    Best 5-Year Relative Performance | More
    07-25-17

    Worst 5-Year Relative Performance | More
    07-25-17

    Lowest Expenses | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 22.50
    Touchstone Mid Cap G William A. Muggia 18.30
    Touchstone Ohio Tax- John J. Goetz 17.70
    Touchstone Active Bo Timothy J. Policinsk 15.80
    Touchstone Growth Op William A. Muggia 11.00

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Small Cap R. Todd Vingers 1.10
    Touchstone Emerging Stephen Dexter 1.30
    Touchstone Internati Nitin N. Kumbhani 1.30
    Touchstone Controlle Nathan R. Palmer 1.70
    Touchstone Dynamic D Nathan R. Palmer 1.70