The Fund seeks to provide investors with capital appreciation and current income.
|Portfolio Turnover Rate1||46%|
|Total Annual Fund Operating Expense Ratio2||1.06%|
|Net Annual Fund Operating Expense Ratio2||1.03%|
|Total Net Assets as of 3/31/2018||$271,583,893|
|Fiscal Year End||November 30th|
|Benchmark||S&P 500 Index3|
|Benchmark 2||Bloomberg Barclays U.S. Aggregate Bond Index4|
1 Annualized as of 11/30/2016
2 Touchstone Advisors has contractually agreed to waive a portion of its fees and/or reimburse certain Fund expenses in order to limit certain annual fund operating expenses (excluding Acquired Fund Fees and Expenses "AFFE," and other expenses, if any) to 1.01% for Class A Shares, 1.78% for Class C Shares, 0.81% for Class Y Shares. These expense limitations will remain in effect until at least 10/29/19.
3 The S&P 500® Index is a group of 500 widely held stocks and is commonly regarded to be representative of the large capitalization stock universe. Investing in an index is not possible.
4 The Bloomberg Barclays U.S. Aggregate Bond Index is an unmanaged index comprised of U.S. investment grade, fixed rate bond market securities, including government, government agency, corporate and mortgage-backed securities between one and ten years.
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 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 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.