Touchstone Large Cap Fund
Sub-Advised by: The London Company


The Fund seeks to provide investors with long-term capital growth by investing primarily in common stocks of large-cap U.S. listed companies.

Investment Style

  • Emphasizes investments in large-cap companies
  • Utilizes a bottom-up security selection process that screens potential investments against a proprietary quantitative model for return on capital, earnings to value ratio, free cash flow and return on equity
  • Looks at a company's corporate governance structure and management incentives to try to ascertain whether or not management's interests are aligned with shareholder interests
  • Seeks to identify the sources of a company's competitive advantage as well as what means management has at its disposal to increase shareholder value
  • Seeks to purchase generally profitable, financially stable companies that consistently generate high returns on unleveraged operating capital, are run by shareholder-oriented management, and are trading at a discount to their private market value
The Fund invests in equities which are subject to market volatility and loss. The Fund invests in stocks of large-cap companies which may be unable to respond quickly to new competitive challenges. The Fund is non-diversified, which means that it may invest a greater percentage of its assets in the securities of a limited number of issuers and may be subject to greater risks. Current and future portfolio holdings are subject to risk. The advisor engages the sub-advisor to manage the Fund's portfolio; the sub-advisor's judgment may impact the Fund's performance.

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Select Share Class:A C Y INST

Fund Facts

Y Shares
Portfolio Turnover Rate123%
Total Annual Fund Operating Expense Ratio21.01%
Net Annual Fund Operating Expense Ratio20.87%
Total Net Assets as of 6/30/2018 $228,569,951
Inception Date7/9/2014
Fiscal Year EndJune 30th
BenchmarkRussell 1000® Index3
Prospectus Date10/30/2017

1 Annualized as of 6/30/2017

2 Touchstone Advisors has contractually agreed towaive 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 1.12% for Class A Shares, 1.87% for Class C Shares, 0.87% for Class Y Shares and 0.77% for Class INST Shares. These expense limitations will remain in effect until at least 10/29/18.

3 The Russell 1000® Index measures the performance of the 1,000 largest companies in the Russell 3000® Index. Investing in an index is not possible.

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.

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 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.