Touchstone Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return30.097.32-0.470.9515.24
    Category Average26.427.670.726.9211.85
    Assets for Each Yr*18.5019.2517.1514.1714.24
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.24 5.34 10.71

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,235 mil $2,500 12.75 87.25
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 70.91 1.30 Average
    International Stock 3.5 8.29 1.46 Average
    Municipal Bond 3.7 0.35 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
    09-22-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 35.93 2.81
    Facebook Inc A* Technology 48.23 2.71
    Amazon.com Inc* Consumer Cyclical 27.37 2.47
    Salesforce.com Inc* Technology 38.68 2.10
    The Priceline Group Inc* Consumer Cyclical 27.02 2.08
    Alphabet Inc A* Technology 19.03 1.94
    Adobe Systems Inc* Technology 44.24 1.56
    Regeneron Pharmaceuticals Inc* Healthcare 17.88 1.34
    Alexion Pharmaceuticals Inc* Healthcare 16.73 1.32
    Netflix Inc* Consumer Cyclical 51.33 1.31
    ServiceNow Inc* Technology 55.78 1.15
    Charles Schwab Corp* Financial Services 8.39 1.06
    Alphabet Inc C* Technology 20.30 1.06
    Incyte Corp* Healthcare 10.55 0.95
    Monster Beverage Corp* Consumer Defensive 25.87 0.95
    Illumina Inc* Healthcare 57.30 0.89
    Splunk Inc* Technology 35.93 0.82
    Biogen Inc* Healthcare 18.46 0.80
    Berkshire Hathaway Inc B* Financial Services 11.58 0.79
    Edwards Lifesciences Corp* Healthcare 18.08 0.78

    Best 5-Year Relative Performance | More
    09-22-17

    Worst 5-Year Relative Performance | More
    09-22-17

    Lowest Expenses | More
    09-22-17

    Highest Expenses | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Dynamic E Gregory McMurran 22.70
    Touchstone Mid Cap G William A. Muggia 18.50
    Touchstone Ohio Tax- John J. Goetz 17.80
    Touchstone Active Bo Timothy J. Policinsk 16.00
    Touchstone Growth Op William A. Muggia 11.20

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Touchstone Small Cap R. Todd Vingers 1.20
    Touchstone Emerging Stephen Dexter 1.40
    Touchstone Internati Nitin N. Kumbhani 1.50
    Touchstone Controlle Nathan R. Palmer 1.80
    Touchstone Dynamic D Nathan R. Palmer 1.80