Mutual Fund Strategies

Touchstone strives to provide investment expertise that is both differentiated and time tested. We do so by offering a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise to sub-advise our funds. Those specific areas include a comprehensive array of strategies focused on various asset classes and investment objectives.

Mid-Cap Investing

Mid-cap funds are uniquely positioned between small, developing companies and large, mature companies. They are often in the growth phase of the business life cycle where they may be experiencing higher cash flows and earnings growth rates.
Explore Mid-cap Funds

Sustainable Investing

Understanding Sustainable Investing requires an appreciation of how it has evolved from its origins. Rather than maintaining the solely exclusionary processes of past iterations, Sustainable Investing strategies now employ an integrated approach that combines bottom-up analysis of both the Financial and Environmental, Social and Governance (“ESG”) characteristics of a company. The potential benefits of including ESG characteristics are grounded in intuition and supported by academic research. Research indicates that the integration of ESG elements into an investment discipline may be additive to returns. With changing demographics and the more central role that social concerns take in investors’ financial decisions, this new brand of Sustainable Investing has seen increased interest.
Sustainable Investing Viewpoints

Income Investing

When seeking current income it’s important to weigh the changing composition of the risk/reward profile of different types of income producing securities such as corporate, government and municipal bonds, preferred stock, and real estate investment trusts.  It’s important to understand the three primary risks to consider – duration, liquidity, and default – when investing for income. Income strategies may serve as a core investment or as a complement to other investments within a portfolio. The strategies can be targeted to specific types of securities or have the flexibility to allocate assets to a variety of different securities. Touchstone offers a wide range of mutual funds that seek to generate income that may pay monthly or quarterly.

Explore Income Funds

Emerging Markets Investing

Emerging Markets equities are under-represented in a global context given their relative size by other measures. Emerging Market equities represent only 13 percent of global equity market capitalization, yet their economies represent approximately 41 percent of global GDP.

Emerging Markets are expected to account for 70 percent of global economic growth through 2025, with middle class spending growth being the main driver. By 2025 Emerging Markets consumption will represent approximately half of global consumption.

Explore Emerging Markets Funds

Asset Allocation Investing

Asset allocation is the science of combining different asset classes such as stocks, bonds, alternatives and cash equivalents in a strategic manner. An asset allocation fund provides investors with a diversified portfolio of investments across various asset classes. The asset allocation of the fund can be fixed or variable among a mix of asset classes. Strategic asset allocation involves setting target allocations for various asset classes and rebalancing periodically.  By blending domestic and international stocks across varying styles and capitalization ranges, bonds including investment grade, high yield and cash equivalents, and alternative asset classes, an asset allocation fund may provide a one-stop simplified approach to building a diversified portfolio consistent with an investor’s financial goals.

Explore Asset Allocation 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 advisor or download and/or request one at Resources & Tools. 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

Investment products offered are not FDIC insured, may lose value and have no bank guarantee.

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