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Resources & Tools

Access important information. You can download and print applications and forms, order or print fund fact sheets, prospectuses and annual reports. You can also find necessary tax forms for reporting purposes.

Individual Account ApplicationInherited IRA Kit - TSF-7445Institutional Account ApplicationCoverdell Education Saving AccountRetirement IRA Kit: Traditional, SEP & RothSEP Employer Forms*SIMPLE Employer Forms*SIMPLE IRA KitAccount Change FormBeneficial Ownership Certification FormCoverdell Education Savings Account ESA Withdrawal Authorization FormEmployer Investment TransmittalInherited IRA Distribution Request Form - TSF-2650Inherited IRA Transfer or Direct Rollover Form - TSF-2651Investment Stub - TSF-2647IRA Beneficiary Designation FormIRA Beneficiary Disclaimer Form - TSF-2652IRA Direct Rollover from 529 Plan - TSF 3076IRA Self-Certification of Late RolloverIRS Form W-9Non-Custodial Account TransferNon-Spouse Beneficiary IRA Inheritance Request Form - TSF-2653Recharacterization Request Form (External)Recharacterization Request Form (Internal)Retirement Account Withdrawal FormRetirement Withholding Election FormRMD Election Form – TSF-2518Roth IRA Conversion Request Form (External)Roth IRA Conversion Request Form (Internal)Simple IRA Withdrawal Authorization FormSpecial Account Options FormSpouse Beneficiary IRA Inheritance Request Form - TSF-2654Transfer of Assets Form - CoverdellTransfer of Assets Form - SIMPLE - TSF-1685Transfer of Assets Form - Traditional, SEP & RothWithdrawal Authorization FormFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi-Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentaryStatutory ProspectusSummary ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIAnnual ReportFact SheetCommentarySummary ProspectusStatutory ProspectusSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAISummary Prospectus – Balanced FundSummary Prospectus – Bond FundSummary Prospectus – Common Stock FundSummary Prospectus – Small Company FundStatutory ProspectusAnnual ReportSemi Annual ReportSAIAnnual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Q1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Q1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Annual ReportSemi Annual ReportQ1Q2Q3Q4Touchstone Form CRS - TSF-3024Touchstone Regulation BI Disclosure - TSF-3025Dynamic Allocation Fund Proxy Statement TSF-2661-2307Sales Charges and Breakpoints - TSF-10752022 Distribution Notice - Touchstone Small Cap Value Fund - TSF-30562023 Form 5500 Schedule C Eligible Indirect Compensation Disclosure Guide - TSF-16272023 Supplemental Tax Information - TSF-2272023 Supplemental Tax- Tax Reporting and Capital Gain Information -TSF-21882022 Distribution Notice - Touchstone Ares Credit Opportunities Fund - TSF-30572022 Supplemental Tax Information - TSF-2272023 Distribution Notice - Touchstone Strategic Income Opportunities Fund - TSF-30592022 Form 5500 Schedule C Eligible Indirect Compensation Disclosure Guide2023 Tax Reference Guide2023 Foreign Tax Credit Information - TSF-227-FTC2022 Foreign Tax Credit InformationCapital Gains InformationTurboTax Help DocumentTouchstone Active Bond FundTouchstone Active Bond FundTouchstone Active Bond FundTouchstone Active Bond FundTouchstone Active Bond Fund (f.k.a. Touchstone Core Bond Fund)Touchstone Active Bond Fund (f.k.a. Touchstone Core Bond Fund)Touchstone Active Bond Fund (f.k.a. Sentinel Government Securities Fund)*Touchstone Active Bond Fund (f.k.a. Sentinel Total Return Bond Fund)Touchstone Aggressive ETF FundTouchstone Anti-Benchmark U.S. Core Equity FundTouchstone Anti-Benchmark U.S. Core Equity Fund (f.k.a. Touchstone Dynamic Equity Fund)Touchstone Balanced Allocation FundTouchstone Balanced Allocation Fund, Class YTouchstone Balanced FundTouchstone Balanced FundTouchstone Conservative Allocation FundTouchstone Conservative Allocation FundTouchstone Conservative Allocation Fund, Class YTouchstone Credit Opportunities FundTouchstone Credit Opportunities Fund II (f.k.a. Touchstone Arbitrage Fund)Touchstone Credit Opportunities II FundTouchstone Dividend Equity FundTouchstone Dynamic Diversified Income FundTouchstone Emerging Markets Small Cap Fund (f.k.a. Touchstone Emerging Markets Equity Fund)Touchstone Funds Group Trust – Credit Opportunities FundTouchstone Flexible Income FundTouchstone Flexible Income Fund (f.k.a. Sentinel Multi-Asset Income Fund)*Touchstone Focused FundTouchstone Focused FundTouchstone Focused FundTouchstone Growth Allocation FundTouchstone Growth Opportunities FundTouchstone High Yield FundTouchstone International Equity FundTouchstone International Growth Fund (f.k.a. Touchstone International Small Cap Fund)Touchstone International Growth Opportunities Fund, Class 1 (f.k.a. Touchstone Global Growth Fund)Touchstone International Value FundTouchstone Large Cap Focused FundTouchstone Large Cap Focused Fund (f.k.a. Sentinel Common Stock Fund)*Touchstone Large Cap FundTouchstone Mid Cap Value FundTouchstone Moderate Growth Allocation FundTouchstone Moderate Growth Allocation FundTouchstone Moderate Growth Allocation Fund, Class YTouchstone Premium Yield Equity FundTouchstone Sands Capital Select Growth FundTouchstone Sands Capital Select Growth FundTouchstone Small Cap Growth FundTouchstone Small Cap Value FundTouchstone Small Cap Value FundTouchstone Small Cap Value FundTouchstone Small Company FundTouchstone Small Company Fund (f.k.a. Sentinel Mid Cap Fund)*Touchstone Small Company Fund (f.k.a. Sentinel Small Company Fund)*Touchstone Strategic Income Opportunities FundTouchstone Sustainability & Impact Equity Fund (f.k.a. Touchstone Large Cap Growth Fund)Touchstone Sustainability & Impact Equity FundTouchstone Sustainability & Impact Equity Fund (f.k.a. Sentinel Sustainable Core Opportunities Fund)*Touchstone Sustainability & Impact Equity Fund (f.k.a. Sentinel Sustainable Core Opportunities Fund)*Touchstone Total Return Bond FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra Short Duration Fixed Income FundTouchstone Ultra-Short Duration Fixed Income FundTouchstone Ultra-Short Duration Fixed Income Fund (f.k.a. Sentinel Low Duration Bond Fund)*Touchstone Value FundTouchstone Value FundTouchstone Value FundTouchstone Variable Series Trust - Balanced Fund (f.k.a. Sentinel Variable Products Balanced Fund)*Touchstone Variable Series Trust - Bond Fund (f.k.a. Sentinel Variable Products Bond Fund)*Touchstone Variable Series Trust – Balanced Fund Acquired Fund: Touchstone Variable Series Trust - Aggressive ETF FundTouchstone Variable Series Trust – Balanced Fund Acquired Fund: Touchstone Variable Series Trust - Touchstone Conservative ETF FundTouchstone Variable Series Trust – Balanced Fund Acquired Fund: Touchstone Variable Series Trust - Touchstone Moderate ETF FundTouchstone Variable Series Trust - Bond FundTouchstone Variable Series Trust - Common Stock FundTouchstone Variable Series Trust - Common Stock FundTouchstone Variable Series Trust - Small Company Fund (f.k.a. Sentinel Variable Products Small Company Fund)*Electronic DeliveryIndividual Retirement Account AccessOnline AccessVoiceIDCommentaryFact SheetSemi Annual ReportSummary ProspectusStatutory ProspectusAnnual ReportSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSemi Annual ReportSAIFact SheetStatutory ProspectusSummary ProspectusAnnual ReportSAISemi Annual ReportAnnual ReportCommentaryFact SheetSummary ProspectusStatutory ProspectusSAIFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSAISemi Annual ReportFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSAISemi Annual ReportFact SheetCommentarySummary ProspectusStatutory ProspectusAnnual ReportSAISemi Annual ReportQ2Q3Annual ReportQ1Q2Q3Q4Annual ReportQ1Q2Q3Q4Annual ReportQ1Q2Q3Q4Annual ReportQ1Q2Q3Q4

Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

©2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 

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