Our Family of Companies
western & southern financial group logo
western & southern life logo
columbus life logo
eagle realty group logo
Fabric by Gerber Life
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo
Stairs leading upward

Building the Future for Actively Managed Investing

A member of the Western & Southern Financial Group, Touchstone Investments has offered actively managed funds since 1994.

  1. 2021

    1. Developing Breadth: Touchstone acquires AIG Retail Mutual Funds, opens two new funds and diversifies distribution.
  2. 2020

    1. Meaningful Results: Amidst the pandemic, seamlessly adapted capabilities to ensure clients needs were met.
  3. 2019

    1. Partners in Practice: Formalized industry-leading practice management capabilities that strengthen relationships with financial professionals and firms.
  4. 2018

    1. Differentiated Approach: Touchstone seeks to offer an investment experience that stands apart.
  5. 2017

    1. Acquisition Growth: Touchstone acquires Sentinel Funds, serving as a catalyst for expanded investment opportunities, adding four new strategies and bringing scale to several popular funds.
  6. 2016

    1. Distinctively Active: Touchstone underscores its commitment to active management by launching its DISTINCTIVELY ACTIVE® brand.
  7. 2015

    1. Active Share Perspective: Touchstone strengthens its brand positioning and continues to enhance the diversity and availability of its fund offerings.
  1. 2010

    1. Focus on Relationships:  New leadership concentrates on Touchstone’s expanded distribution efforts.
  2. 2009

    1. Increased Fund Offerings: Touchstone increases its product breadth by successfully launching 11 funds.
  1. 2000

    1. Expansion: Touchstone acquires Countrywide Funds, augments products and distribution efforts more than doubling its fund roster.
  2. 1994

    1. The Beginning: Touchstone Advisors and Touchstone Securities (Touchstone Investments) begin to advise and offer mutual funds.

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.

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.

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

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.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

©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. 

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, ©2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.