Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.283.0621.00-2.88--
    Category Average0.467.3219.44-5.484.56
    Assets for Each Yr*19.9417.1518.4915.5115.51
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.88 6.59 5.37

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,508 mil $2,500 26.25 73.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 67.51 1.26 Average
    International Stock 2.9 11.12 1.44 Above Avg
    Municipal Bond 3.0 0.30 0.90 Average
    Taxable Bond 3.6 15.96 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 3.13
    Netflix Inc* Consumer Cyclical 26.69 1.65
    Microsoft Corp* Technology 6.05 1.24
    Monster Beverage Corp* Consumer Defensive 12.92 1.02
    Charles Schwab Corp* Financial Services 15.53 0.65
    Regeneron Pharmaceuticals Inc* Healthcare 12.14 0.63
    Alexion Pharmaceuticals Inc* Healthcare 20.22 0.51
    Loxo Oncology Inc* Healthcare 66.70 0.39
    JPMorgan Chase & Co* Financial Services 7.96 0.37
    UnitedHealth Group Inc* Healthcare 6.58 0.30
    Johnson & Johnson* Healthcare 1.27 0.29
    Merck & Co Inc* Healthcare -0.71 0.29
    NewMarket Corp* Basic Materials -2.80 0.28
    Bristol-Myers Squibb Company* Healthcare -2.79 0.27
    Carnival Corp* Consumer Cyclical 11.32 0.25
    Progressive Corp* Financial Services 6.78 0.24
    Signature Bank* Financial Services 21.00 0.24
    Accenture PLC A* Technology 6.69 0.23
    M&T Bank Corp* Financial Services 15.69 0.23
    Marathon Petroleum Corp* Energy 12.00 0.23

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.00
    Touchstone Active Bo Timothy J. Policinsk 17.30
    Touchstone Mid Cap G William A. Muggia 16.20
    Touchstone Growth Op Ethan J. Meyers 12.30
    Touchstone Ultra Sho Brent A. Miller 10.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Flexible Art DeGaetano 0.10
    Touchstone Anti-Benc Ayaaz Allymun 0.20
    Touchstone Anti-Benc Ayaaz Allymun 0.20
    Touchstone Balanced Daniel J. Carter 1.20
    Touchstone Large Cap James E. Wilhelm 1.20