Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.073.0021.27-2.8419.26
    Category Average0.657.3719.69-5.4617.45
    Assets for Each Yr*19.5616.8818.2215.3617.78
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.26 12.24 8.80

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,781 mil $2,500 24.23 75.77
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 69.06 1.26 Average
    International Stock 3.2 12.55 1.43 Above Avg
    Municipal Bond 2.9 0.27 0.90 Average
    Taxable Bond 3.6 12.90 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    ServiceNow Inc* Technology 47.26 1.88
    Salesforce.com Inc* Technology 5.04 1.39
    Berkshire Hathaway Inc B* Financial Services -2.64 1.06
    Monster Beverage Corp* Consumer Defensive 17.92 0.90
    Match Group Inc* Technology 88.45 0.67
    Floor & Decor Holdings Inc* Consumer Cyclical 74.90 0.43
    JPMorgan Chase & Co* Financial Services 14.46 0.42
    Armstrong World Industries Inc* Basic Materials 64.14 0.40
    Alleghany Corp* Financial Services 20.89 0.36
    Oracle Corp* Technology 21.02 0.36
    Signature Bank* Financial Services 18.51 0.36
    Old Dominion Freight Lines Inc* Industrials 39.38 0.35
    Vulcan Materials Co* Basic Materials 43.03 0.34
    AmerisourceBergen Corp* Healthcare 21.05 0.33
    Activision Blizzard Inc* Technology 4.14 0.32
    Exxon Mobil Corp* Energy 7.13 0.32
    M&T Bank Corp* Financial Services 7.12 0.32
    NewMarket Corp* Basic Materials 14.24 0.30
    UnitedHealth Group Inc* Healthcare 0.83 0.29
    Jones Lang LaSalle Inc* RealEstate 10.45 0.28

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory M McMurran 24.60
    Touchstone Active Bo Timothy J. Policinsk 17.90
    Touchstone Mid Cap G William A. Muggia 16.80
    Touchstone Growth Op Ethan J. Meyers 12.80
    Touchstone Ultra Sho Brent A. Miller 10.90

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Credit Op Seth Brufsky 0.30
    Touchstone Anti-Benc Ayaaz Allymun 0.70
    Touchstone Anti-Benc Ayaaz Allymun 0.70
    Touchstone Flexible Art DeGaetano 0.70
    Touchstone Credit Op Seth Brufsky 1.70