Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.283.0621.00-2.8812.49
    Category Average0.467.3219.44-5.4811.13
    Assets for Each Yr*19.9417.1518.4915.5116.99
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 12.49 14.07 7.19

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,985 mil $2,500 25.33 74.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 69.25 1.26 Average
    International Stock 2.8 11.50 1.44 Above Avg
    Municipal Bond 2.9 0.28 0.90 Average
    Taxable Bond 3.6 14.87 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Salesforce.com Inc* Technology 19.68 1.73
    ServiceNow Inc* Technology 35.89 1.60
    Alphabet Inc A* Technology 15.07 1.56
    Netflix Inc* Consumer Cyclical 34.04 1.22
    Berkshire Hathaway Inc B* Financial Services 0.48 1.20
    Adobe Inc* Technology 15.11 1.01
    Alphabet Inc Class C* Technology 15.76 0.88
    Monster Beverage Corp* Consumer Defensive 17.68 0.87
    Illumina Inc* Healthcare 3.59 0.84
    Edwards Lifesciences Corp* Healthcare 23.63 0.76
    CoStar Group Inc* RealEstate 38.43 0.63
    Comcast Corp Class A* Communication Services 16.83 0.58
    Regeneron Pharmaceuticals Inc* Healthcare 8.97 0.57
    Dollar Tree Inc* Consumer Defensive 12.17 0.40
    JPMorgan Chase & Co* Financial Services 10.22 0.40
    Match Group Inc* Technology 33.62 0.40
    Workday Inc Class A* Technology 19.95 0.40
    Oracle Corp* Technology 20.11 0.38
    United Technologies Corp* Industrials 19.50 0.35
    AmerisourceBergen Corp* Healthcare 9.50 0.33

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.20
    Touchstone Active Bo Timothy J. Policinsk 17.50
    Touchstone Mid Cap G William A. Muggia 16.40
    Touchstone Growth Op Ethan J. Meyers 12.40
    Touchstone Ultra Sho Brent A. Miller 10.50

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Anti-Benc Ayaaz Allymun 0.30
    Touchstone Anti-Benc Ayaaz Allymun 0.30
    Touchstone Flexible Art DeGaetano 0.30
    Touchstone Credit Op Seth Brufsky 1.30
    Touchstone Balanced Daniel J. Carter 1.40