Recognized Results

Access to Experience®

Touchstone, a Distinctively Active mutual fund company, recognizes that the mastery of all investment disciplines is beyond the scope of any one firm. That is why we believe that our dedication to a sub-advisory model, focused on a rigorous selection process and a robust oversight approach, sets us apart. It has led us to a distinctive group of some of the industry’s leading institutional asset managers who are known and respected for proficiency in their specific areas of expertise. The strong historical results of the Touchstone Funds they manage are a testament to this philosophy. Learn more about our Sub-Advisors.

 

Fund Name

Share
Class

Fund Symbol

 

Overall Rating
(as of 3/31/2018)

U.S. Equity Funds

Touchstone Focused Fund

(Fort Washington Investment Advisors Inc.)

Y

TFFYX

Overall rating among Large Blend funds. The 3-, 5-, and 10-year ratings are 3 stars among 1,204 funds, 3 stars among 1,077 funds and 4 stars among 802 funds respectively. four stars

Touchstone Small Company Fund1

(Fort Washington Investment Advisors Inc.)

A

SAGWX

Overall rating among Small Growth funds. The 3-, 5-, and 10-year ratings are 3 stars among 592 funds, 3 stars among 531 funds and 4 stars among 402 funds respectively. four stars

Global/International Equity Funds

Touchstone Global Growth Fund

(DSM Capital Partners LLC)

INST

DSMGX

Overall rating among World Large Stock funds. The 3- and 5-year ratings are 5 stars among 717 funds and 5 stars among 591 funds respectively. five star

Touchstone International Equity Fund2

(Fort Washington Investment Advisors Inc.)

A

SWRLX

Overall rating among Foreign Large Blend funds. The 3-, 5-, and 10-year ratings are 5 stars among 605 funds, 5 stars among 536 funds and 4 stars among 355 funds respectively. four stars

Touchstone Sands Capital Emerging Markets Growth

(Sands Capital Management LLC)

INST

TSEGX

Overall rating among Diversified Emerging Markets funds. The 3-year rating is 4 stars among 666 funds. four star

Touchstone Sustainability and Impact Equity Fund3

(Rockefeller & Co. Inc.)

A

TEQAX

Overall rating among World Large Stock funds. The 3-, 5-, and 10-year ratings are 2 stars among 717 funds, 4 stars among 591 funds and 5 stars among 340 funds respectively. four stars

Alternative Funds

Touchstone Controlled Growth with Income Fund

(Wilshire Associates Incorporated)

A

TSAAX

Overall rating among Multialternative funds. The 3-, 5-, and 10-year ratings are 4 stars among 278 funds, 4 stars among 150 funds and 5 stars among 41 funds respectively five star

Touchstone Arbitrage Fund

(Longfellow Investment Management Co.)

INST

TARBX

Overall rating among Market Neutral funds. The 3-year rating is 4 stars among 114 funds. four stars

Diversified Growth Funds

Touchstone Balanced Fund4

(Fort Washington Investment Advisors Inc.)

A

SEBLX

Overall rating among 50% to 70% Equity funds. The 3-, 5-, and 10-year ratings are 5 stars among 680 funds, 4 stars among 628 funds and 4 stars among 442 funds respectively. four star

Fixed Income Funds

Touchstone Active Bond Fund

(Fort Washington Investment Advisors Inc.)

A

TOBAX

Overall rating among Intermediate-Term Bond funds. The 3-, 5-, and 10-year ratings are 3 stars among 858 funds, 3 stars among 784 funds and 4 stars among 561 funds respectively. four star

Touchstone Total Return Bond Fund

(EARNEST Partners LLC)

Y

TCPYX

Overall rating among Intermediate-Term Bond funds. The 3-, 5-, and 10-year ratings are 3 stars among 858 funds, 3 stars among 784 funds and 4 stars among 561 funds respectively. four star
 

1 Prior to October 30, 2017, the performance, rating and ranking history is that of the Sentinel Small Company Fund.

2 Prior to October 30, 2017, the performance, rating and ranking history is that of the Sentinel International Equity Fund.

3 On May 4, 2015, the Fund changed its name, principal investment strategies and sub-advisor. Consequently, prior period performance may have been different if the Fund had not been managed by the prior sub-advisor using that sub-advisor’s large cap growth strategy.

4 Prior to October 30, 2017, the performance, rating and ranking history is that of the Sentinel Balanced Fund.

The Morningstar RatingTM for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds and separate accounts) with at least a 3-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable)Morningstar Rating metrics. The weights are: 100% 3-year rating for 36-59 months of total returns, 60% 5-year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all three rating periods.

Class A Shares star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms.

Source: Morningstar Direct

The ratings for each fund are for the share class with the earliest inception date. Class Y and Class Z Shares are only offered through certain broker-dealers or financial institutions that have distribution agreements with Touchstone. Institutional Class Shares may be purchased directly from Touchstone or through financial institutions that have distribution agreements with Touchstone. The minimum amount for initial investment in Class INST Shares is $500,000. Please see a prospectus for complete information pertaining to load waived purchase eligibility. Performance will vary by share class.

Mutual fund investing involves risk. As of 03/31/2018, funds listed had periods of negative returns. Performance data quoted represents past performance, which is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than performance data given. For performance information current to the most recent month-end, visit TouchstoneInvestments.com/pricing-performance. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, may lower performance. Performance by share class will differ due to differences in sales charges and class expenses.

Please consider the investment objectives, risks, charges and expenses of a fund carefully before investing. The prospectus and the summary prospectus contain this and other information about a fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment products offered are not FDIC insured, may lose value and have no bank guarantee.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA and SIPC
Touchstone is a member of Western & Southern Financial Group