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Mutual Funds

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Monthly performance as of 09/30/2024.
Touchstone Fund Name
Symbol
1MO
3MO
YTD
1YR
3YR
5YR
10YR
Since Incept
Incept Date
Gross
Net
Fact Sheet
Monthly performance as of 09/30/2024.
Touchstone Fund Name
Symbol
1MO
3MO
YTD
1YR
3YR
5YR
10YR
Since Incept
Incept Date
Gross
Net
Fact Sheet
 

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.

Performance shown for certain share classes of certain funds may leverage the performance of an earlier share class of the fund. In such instances, the relevant share class-specific fee is applied to the newer share class to show how it would have performed had it existed over the time performed shown. When evaluating fund performance, it is important to note that it does not represent actual performance of such share class. All performance after inception of the share class is actual performance. For details regarding each fund and specific share class performance, please visit this page.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. From time to time, the investment adviser may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. The maximum front-end sales charge for Class A Shares of Touchstone U.S. Equity, International Equity and Multi-Asset Funds is 5.00%. The maximum front-end sales charge for Class A Shares of Touchstone Fixed Income Funds is 3.25% excluding Touchstone Ultra Short Duration Fixed Income Fund which is 2.00%.

Performance for Class C Shares is adjusted for the contingent deferred sales charges (CDSC) in effect at the end of the specified period. The CDSC for Class C Shares is 1.00% the first year you hold the shares and declines to 0% after the first year.

Class Y Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.

Class INST Shares and Class R6 Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.

Class S Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to contingent deferred sales charges, but do contain an embedded 12b-1 fee.

Class Z Shares are sold at Net Asset Value (NAV), without an initial sales charge and may be subject to a shareholder service fee. Class Z Shares are available through a financial intermediary or through financial institutions such as retirement plans, fee-based platforms, and brokerage accounts (who may impose transaction charges in addition to those described in the prospectus). Class Z Shares are not available directly from Touchstone and may not be available through certain financial intermediaries who do not have appropriate agreements in place with Touchstone.

Filter By

Asset Class

Share Class

Quarterly performance as of 09/30/2024.
Touchstone Fund Name
Symbol
3MO
YTD
1YR
3YR
5YR
10YR
Since Incept
Incept Date
Gross
Net
Fact Sheet
Quarterly performance as of 09/30/2024.
Touchstone Fund Name
Symbol
3MO
YTD
1YR
3YR
5YR
10YR
Since Incept
Incept Date
Gross
Net
Fact Sheet
 

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.

Performance shown for certain share classes of certain funds may leverage the performance of an earlier share class of the fund. In such instances, the relevant share class-specific fee is applied to the newer share class to show how it would have performed had it existed over the time performed shown. When evaluating fund performance, it is important to note that it does not represent actual performance of such share class. All performance after inception of the share class is actual performance. For details regarding each fund and specific share class performance, please visit this page.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. From time to time, the investment adviser may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. The maximum front-end sales charge for Class A Shares of Touchstone U.S. Equity, International Equity and Multi-Asset Funds is 5.00%. The maximum front-end sales charge for Class A Shares of Touchstone Fixed Income Funds is 3.25% excluding Touchstone Ultra Short Duration Fixed Income Fund which is 2.00%.

Performance for Class C Shares is adjusted for the contingent deferred sales charges (CDSC) in effect at the end of the specified period. The CDSC for Class C Shares is 1.00% the first year you hold the shares and declines to 0% after the first year.

Class Y Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.

Class INST Shares and Class R6 Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.

Class S Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to contingent deferred sales charges, but do contain an embedded 12b-1 fee.

Class Z Shares are sold at Net Asset Value (NAV), without an initial sales charge and may be subject to a shareholder service fee. Class Z Shares are available through a financial intermediary or through financial institutions such as retirement plans, fee-based platforms, and brokerage accounts (who may impose transaction charges in addition to those described in the prospectus). Class Z Shares are not available directly from Touchstone and may not be available through certain financial intermediaries who do not have appropriate agreements in place with Touchstone.

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Morningstar risk adjusted returns as of 09/30/2024
Touchstone Fund Name
Symbol
Overall
3Y
5Y
10Y
Category
Fact Sheet
Not Rated Not Rated Not Rated Not Rated
Morningstar risk adjusted returns as of 09/30/2024
Touchstone Fund Name
Symbol
Overall
3Y
5Y
10Y
Category
Fact Sheet
Not Rated Not Rated Not Rated Not Rated


The Morningstar Rating™ 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 Morningstar Rating™ does not include any adjustment for sales load. 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.

©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.

Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted.

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.

Touchstone Funds Rated 4- and 5-Star by Morningstar

Find out which funds meet our rigorous standards for recognized results.

Morningstar Ratings (PDF)

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.

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.

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