Touchstone Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.113.0021.56-2.8516.89
    Category Average0.637.4219.93-5.5315.26
    Assets for Each Yr*19.4516.7118.0115.2117.27
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.89 11.37 7.60

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,270 mil $2,500 23.98 76.02
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 68.53 1.26 Average
    International Stock 3.1 12.65 1.42 Above Avg
    Municipal Bond 2.9 0.28 0.90 Average
    Taxable Bond 3.6 13.42 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.70
    Touchstone Active Bo Timothy J. Policinsk 18.00
    Touchstone Mid Cap G William A. Muggia 16.90
    Touchstone Growth Op Ethan J. Meyers 12.90
    Touchstone Ultra Sho Brent A. Miller 11.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Internati Jimmy C. Chang 0.10
    Touchstone Anti-Benc Ayaaz Allymun 0.80
    Touchstone Anti-Benc Ayaaz Allymun 0.80
    Touchstone Flexible Art DeGaetano 0.80
    Touchstone Credit Op Seth Brufsky 1.80