Recognized Results

Access to Experience®

Touchstone 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 03/31/2017)

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 1,248 funds, 5 stars among 1,113 funds and 5 stars among 822 funds respectively. four stars

Touchstone Mid Cap Growth Fund

(Westfield Capital Management Co. LP)

A

TEGAX

Overall rating among Mid Cap Growth funds. The 3-, 5-, and 10-year ratings are 4 stars among 580 funds, 4 stars among 500 funds and 3 stars among 368 funds respectively. four stars

Touchstone Mid Cap Value Fund

(LMCG Investments, LLC)

Y

TCVYX

Overall rating among Mid Cap Value funds. The 3- and 5-year ratings are 5 stars among 341 funds and 4 stars among 301 funds respectively. four stars

Global/International Equity Funds

Touchstone Sustainability and Impact Equity Fund1

(Rockefeller & Co. Inc.)

A

TEQAX

Overall rating among World Stock funds. The 3-, 5-, and 10-year ratings are 4 stars among 839 funds, 4 stars among 673 funds and 5 stars among 382 funds respectively. five star

Touchstone Global Growth Fund

(DSM Capital Partners LLC)

INST

DSMGX

Overall rating among World Stock funds. The 3- and 5-year ratings are 5 stars among 839 funds and 4 stars among 673 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 243 funds, 4 stars among 148 funds and 5 stars among 39 funds respectively. five star

Touchstone Dynamic Equity Fund1

(Analytic Investors, LLC)

Y

TDEYX

Overall rating among Option Writing funds. The 3- and 5-year ratings are 4 stars among 75 funds and 4 stars among 25 funds respectively. four stars

Touchstone Arbitrage Fund

(Longfellow Investment Management Co.)

Y

TMAYX

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

Touchstone Merger Arbitrage Fund

(Longfellow Investment Management Co.)

Y

TMGYX

Overall rating among Market Neutral funds. The 3- and 5-year ratings are 4 stars among 114 funds and 4 stars among 67 funds. four star

Diversified Income Funds

Touchstone Flexible Income Fund

(ClearArc Capital Inc.)

Y

MXIIX

Overall rating among Intermediate-Term Bond funds. The 3-, 5-, and 10-year ratings are 5 stars among 851 funds, 5 stars among 750 funds and 3 stars among 538 funds respectively. four star

Fixed Income Funds

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 851 funds, 3 stars among 750 funds and 4 stars among 538 funds respectively. four star

Touchstone Ultra Short Duration Fixed Income Fund

(Fort Washington Investment Advisors Inc.)

Z

TSDOX

Overall rating among Ultrashort Bond funds. The 3-, 5-, and 10-year ratings are 3 stars among 135 funds, 3 stars among 93 funds and 4 stars among 53 funds respectively. four star

Touchstone Ohio Tax-Free Bond Fund

(Fort Washington Investment Advisors Inc.)

A

TOHAX

Overall rating among Muni Ohio funds. The 3-, 5-, and 10-year ratings are 3 stars among 41 funds, 3 stars among 38 funds and 4 stars among 33 funds respectively.
 

1 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.

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. Load-waived (LW) Class A shares star ratings do not include front-end sales charges but may include other fees and expenses. Load-waived investing is intended for those investors who have access to such purchase terms (e.g., retirement plan participants). 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 March 31, 2017, 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