Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return30.417.53-0.343.0317.91
    Category Average27.727.640.327.5116.08
    Assets for Each Yr*22.8123.2820.5917.7418.98
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.91 7.08 11.91

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $18,982 mil $2,500 27.25 72.75
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 69.29 1.27 Average
    International Stock 3.4 9.68 1.47 Average
    Municipal Bond 3.7 0.24 0.90 Average
    Taxable Bond 3.6 14.95 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 41.64 2.58
    Facebook Inc A* Technology 55.58 2.21
    Amazon.com Inc* Consumer Cyclical 50.68 2.04
    The Priceline Group Inc* Consumer Cyclical 19.18 1.74
    Salesforce.com Inc* Technology 57.14 1.67
    Alphabet Inc A* Technology 30.72 1.54
    Adobe Systems Inc* Technology 77.02 1.24
    Alphabet Inc C* Technology 32.04 1.18
    Regeneron Pharmaceuticals Inc* Healthcare 6.67 1.06
    Alexion Pharmaceuticals Inc* Healthcare -9.38 1.05
    Netflix Inc* Consumer Cyclical 56.06 1.04
    ServiceNow Inc* Technology 71.56 0.91
    Microsoft Corp* Technology 35.16 0.88
    Apple Inc* Technology 49.03 0.84
    Charles Schwab Corp* Financial Services 14.01 0.84
    Incyte Corp* Healthcare 5.19 0.75
    Monster Beverage Corp* Consumer Defensive 40.21 0.75
    Biogen Inc* Healthcare 16.87 0.74
    Illumina Inc* Healthcare 63.25 0.70
    Splunk Inc* Technology 59.73 0.65

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 22.80
    Touchstone Mid Cap G William A. Muggia 18.60
    Touchstone Ohio Tax- John J. Goetz 18.00
    Touchstone Active Bo Timothy J. Policinsk 16.20
    Touchstone Growth Op William A. Muggia 11.30

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Balanced Daniel J. Carter 0.10
    Touchstone Large Cap James E. Wilhelm 0.10
    Touchstone Small Cap R. Todd Vingers 1.40
    Touchstone Emerging Stephen Dexter 1.60
    Touchstone Internati Nitin N. Kumbhani 1.60