Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return30.097.32-0.470.956.09
    Category Average26.337.690.786.735.06
    Assets for Each Yr*18.5019.2517.1514.1714.72
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 6.09 3.25 9.28

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,717 mil $2,500 15.42 84.58
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 75.01 1.29 Average
    International Stock 3.6 6.55 1.47 Average
    Municipal Bond 3.7 0.36 1.23 Above Avg
    Taxable Bond 3.6 13.03 1.07 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 14.52 3.78
    Facebook Inc A* Technology 23.99 3.06
    Salesforce.com Inc* Technology 20.33 2.93
    Amazon.com Inc* Consumer Cyclical 16.60 2.48
    The Priceline Group Inc* Consumer Cyclical 21.76 2.20
    Alphabet Inc A* Technology 7.25 1.92
    Adobe Systems Inc* Technology 25.87 1.70
    Biomarin Pharmaceutical Inc* Healthcare 8.14 1.15
    Alexion Pharmaceuticals Inc* Healthcare -1.33 1.11
    Biogen Inc* Healthcare 0.85 1.10
    Regeneron Pharmaceuticals Inc* Healthcare 7.37 1.09
    Edwards Lifesciences Corp* Healthcare 0.74 1.07
    Charles Schwab Corp* Financial Services 2.69 1.06
    Palo Alto Networks Inc* Technology -9.29 1.04
    Monsanto Co* Basic Materials 8.77 0.99
    Splunk Inc* Technology 22.66 0.95
    Schlumberger Ltd* Energy -5.69 0.95
    Chipotle Mexican Grill Inc Class* Consumer Cyclical 15.11 0.94
    Cerner Corp* Technology 24.85 0.84
    Alphabet Inc C* Technology 7.72 0.83

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 22.20
    Touchstone Mid Cap G William A. Muggia 18.00
    Touchstone Ohio Tax- John J. Goetz 17.30
    Touchstone Active Bo Timothy J. Policinsk 15.50
    Touchstone Growth Op William A. Muggia 10.70

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Small Cap R. Todd Vingers 0.70
    Touchstone Emerging Stephen Dexter 0.90
    Touchstone Internati Nitin N. Kumbhani 1.00
    Touchstone Controlle Nathan R. Palmer 1.30
    Touchstone Dynamic D Nathan R. Palmer 1.30